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 | $637,622 | $202,318+215.2% | $172,739+269.1% | $152,861+317.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 30.43% | 1029.65%-999.2pp | 802.84%-772.4pp | 345.32%-314.9pp |
| Employer contribution / active EE | $11,492 | $5,856+96.2% | $5,143+123.5% | $4,762+141.3% |
| Participant deferral / active EE | $5,972 | $5,948+0.4% | $5,198+14.9% | $5,850+2.1% |
| Admin fee / account holder | $14,007 | $17,109-18.1% | $13,954+0.4% | $11,596+20.8% |