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 | $1,034,680 | $202,318+411.4% | $172,739+499.0% | $152,861+576.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.53% | 1029.65%-1006.1pp | 802.84%-779.3pp | 345.32%-321.8pp |
| Employer contribution / active EE | $28,405 | $5,856+385.1% | $5,143+452.3% | $4,762+496.5% |
| Participant deferral / active EE | $18,769 | $5,948+215.6% | $5,198+261.1% | $5,850+220.8% |
| Admin fee / account holder | $10,848 | $17,109-36.6% | $13,954-22.3% | $11,596-6.5% |