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 | $650,305 | $202,318+221.4% | $172,739+276.5% | $152,861+325.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.78% | 1029.65%-1006.9pp | 802.84%-780.1pp | 345.32%-322.5pp |
| Employer contribution / active EE | $17,543 | $5,856+199.6% | $5,143+241.1% | $4,762+268.4% |
| Participant deferral / active EE | $11,873 | $5,948+99.6% | $5,198+128.4% | $5,850+102.9% |
| Admin fee / account holder | $3,084 | $17,109-82.0% | $13,954-77.9% | $11,596-73.4% |