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 | $439,995 | $202,318+117.5% | $172,739+154.7% | $152,861+187.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.69% | 1029.65%-1008.0pp | 802.84%-781.1pp | 345.32%-323.6pp |
| Employer contribution / active EE | $8,868 | $5,856+51.4% | $5,143+72.4% | $4,762+86.2% |
| Participant deferral / active EE | $8,348 | $5,948+40.3% | $5,198+60.6% | $5,850+42.7% |
| Admin fee / account holder | $9,810 | $17,109-42.7% | $13,954-29.7% | $11,596-15.4% |