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 | $410,932 | $202,318+103.1% | $172,739+137.9% | $152,861+168.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.67% | 1029.65%-1012.0pp | 802.84%-785.2pp | 345.32%-327.7pp |
| Employer contribution / active EE | $14,577 | $5,856+148.9% | $5,143+183.4% | $4,762+206.1% |
| Participant deferral / active EE | $12,037 | $5,948+102.4% | $5,198+131.6% | $5,850+105.8% |
| Admin fee / account holder | $3,019 | $17,109-82.4% | $13,954-78.4% | $11,596-74.0% |