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 | $536,889 | $202,318+165.4% | $172,739+210.8% | $152,861+251.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 27.18% | 1029.65%-1002.5pp | 802.84%-775.7pp | 345.32%-318.1pp |
| Employer contribution / active EE | $25,845 | $5,856+341.3% | $5,143+402.5% | $4,762+442.7% |
| Participant deferral / active EE | $19,227 | $5,948+223.3% | $5,198+269.9% | $5,850+228.7% |
| Admin fee / account holder | $571 | $17,109-96.7% | $13,954-95.9% | $11,596-95.1% |