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 | $849,379 | $180,449+370.7% | $154,107+451.2% | $135,375+527.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 49.19% | 888.09%-838.9pp | 735.12%-685.9pp | 519.73%-470.5pp |
| Employer contribution / active EE | $5,681 | $6,035-5.9% | $5,298+7.2% | $4,779+18.9% |
| Participant deferral / active EE | $5,710 | $5,806-1.6% | $5,081+12.4% | $5,609+1.8% |
| Admin fee / account holder | $39,542 | $16,143+145.0% | $13,411+194.8% | $10,827+265.2% |