See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $549,032 | $175,202+213.4% | $149,673+266.8% | $139,434+293.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 38.26% | 166.71%-128.4pp | 134.42%-96.2pp | 372.94%-334.7pp |
| Employer contribution / active EE | $8,544 | $5,474+56.1% | $4,818+77.4% | $4,751+79.8% |
| Participant deferral / active EE | $9,102 | $6,519+39.6% | $5,680+60.2% | $6,710+35.6% |
| Admin fee / account holder | $108,977 | $16,150+574.8% | $13,210+725.0% | $11,403+855.7% |