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 | $1,552,323 | $202,318+667.3% | $172,739+798.7% | $152,861+915.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 37.58% | 1029.65%-992.1pp | 802.84%-765.3pp | 345.32%-307.7pp |
| Employer contribution / active EE | $28,681 | $5,856+389.8% | $5,143+457.7% | $4,762+502.3% |
| Participant deferral / active EE | $13,691 | $5,948+130.2% | $5,198+163.4% | $5,850+134.0% |
| Admin fee / account holder | $1,817 | $17,109-89.4% | $13,954-87.0% | $11,596-84.3% |