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 | $718,313 | $180,449+298.1% | $154,107+366.1% | $135,375+430.6% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | 256.35% | 888.09%-631.7pp | 735.12%-478.8pp | 519.73%-263.4pp |
| Employer contribution / active EE | $15,333 | $6,035+154.1% | $5,298+189.4% | $4,779+220.9% |
| Participant deferral / active EE | $10,077 | $5,806+73.6% | $5,081+98.3% | $5,609+79.7% |
| Admin fee / account holder | $2,578 | $16,143-84.0% | $13,411-80.8% | $10,827-76.2% |