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 | $503,889 | $202,318+149.1% | $172,739+191.7% | $152,861+229.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.90% | 1029.65%-1009.8pp | 802.84%-782.9pp | 345.32%-325.4pp |
| Employer contribution / active EE | $8,052 | $5,856+37.5% | $5,143+56.6% | $4,762+69.1% |
| Participant deferral / active EE | $5,001 | $5,948-15.9% | $5,198-3.8% | $5,850-14.5% |
| Admin fee / account holder | $3,206 | $17,109-81.3% | $13,954-77.0% | $11,596-72.4% |