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 | $1,244,261 | $202,318+515.0% | $172,739+620.3% | $152,861+714.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 31.13% | 1029.65%-998.5pp | 802.84%-771.7pp | 345.32%-314.2pp |
| Employer contribution / active EE | $1,512 | $5,856-74.2% | $5,143-70.6% | $4,762-68.3% |
| Participant deferral / active EE | $8,403 | $5,948+41.3% | $5,198+61.7% | $5,850+43.6% |
| Admin fee / account holder | $30,504 | $17,109+78.3% | $13,954+118.6% | $11,596+163.0% |