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 | $959,507 | $202,318+374.3% | $172,739+455.5% | $152,861+527.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.69% | 1029.65%-1008.0pp | 802.84%-781.1pp | 345.32%-323.6pp |
| Employer contribution / active EE | $29,668 | $5,856+406.6% | $5,143+476.9% | $4,762+523.0% |
| Participant deferral / active EE | $15,826 | $5,948+166.1% | $5,198+204.5% | $5,850+170.5% |
| Admin fee / account holder | $1,483 | $17,109-91.3% | $13,954-89.4% | $11,596-87.2% |