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 | $1,233,898 | $202,318+509.9% | $172,739+614.3% | $152,861+707.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.15% | 1029.65%-1008.5pp | 802.84%-781.7pp | 345.32%-324.2pp |
| Employer contribution / active EE | $26,253 | $5,856+348.3% | $5,143+410.5% | $4,762+451.3% |
| Participant deferral / active EE | $10,488 | $5,948+76.3% | $5,198+101.8% | $5,850+79.3% |
| Admin fee / account holder | $205,112 | $17,109+1098.9% | $13,954+1369.9% | $11,596+1668.8% |