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 | $453,104 | $202,318+124.0% | $172,739+162.3% | $152,861+196.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 36.44% | 1029.65%-993.2pp | 802.84%-766.4pp | 345.32%-308.9pp |
| Employer contribution / active EE | $12,375 | $5,856+111.3% | $5,143+140.6% | $4,762+159.9% |
| Participant deferral / active EE | $11,485 | $5,948+93.1% | $5,198+121.0% | $5,850+96.3% |
| Admin fee / account holder | $2,415 | $17,109-85.9% | $13,954-82.7% | $11,596-79.2% |