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 | $1,367,145 | $202,318+575.7% | $172,739+691.5% | $152,861+794.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.01% | 1029.65%-1010.6pp | 802.84%-783.8pp | 345.32%-326.3pp |
| Employer contribution / active EE | $34,191 | $5,856+483.9% | $5,143+564.8% | $4,762+618.0% |
| Participant deferral / active EE | $21,765 | $5,948+265.9% | $5,198+318.7% | $5,850+272.0% |
| Admin fee / account holder | $3,676 | $17,109-78.5% | $13,954-73.7% | $11,596-68.3% |