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 | $562,646 | $202,318+178.1% | $172,739+225.7% | $152,861+268.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.39% | 1029.65%-1003.3pp | 802.84%-776.5pp | 345.32%-318.9pp |
| Employer contribution / active EE | $20,996 | $5,856+258.5% | $5,143+308.3% | $4,762+340.9% |
| Participant deferral / active EE | $11,674 | $5,948+96.3% | $5,198+124.6% | $5,850+99.5% |
| Admin fee / account holder | $16,045 | $17,109-6.2% | $13,954+15.0% | $11,596+38.4% |