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 | $587,358 | $202,318+190.3% | $172,739+240.0% | $152,861+284.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.92% | 1029.65%-1012.7pp | 802.84%-785.9pp | 345.32%-328.4pp |
| Employer contribution / active EE | $78,692 | $5,856+1243.8% | $5,143+1430.1% | $4,762+1552.4% |
| Participant deferral / active EE | $28,643 | $5,948+381.6% | $5,198+451.1% | $5,850+389.6% |
| Admin fee / account holder | $274,473 | $17,109+1504.3% | $13,954+1867.0% | $11,596+2266.9% |