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 | $487,572 | $202,318+141.0% | $172,739+182.3% | $152,861+219.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.32% | 1029.65%-1010.3pp | 802.84%-783.5pp | 345.32%-326.0pp |
| Employer contribution / active EE | $6,154 | $5,856+5.1% | $5,143+19.7% | $4,762+29.2% |
| Participant deferral / active EE | $3,571 | $5,948-40.0% | $5,198-31.3% | $5,850-39.0% |
| Admin fee / account holder | $1,879 | $17,109-89.0% | $13,954-86.5% | $11,596-83.8% |