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 | $735,478 | $202,318+263.5% | $172,739+325.8% | $152,861+381.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 105.06% | 1029.65%-924.6pp | 802.84%-697.8pp | 345.32%-240.3pp |
| Employer contribution / active EE | $21,304 | $5,856+263.8% | $5,143+314.2% | $4,762+347.3% |
| Participant deferral / active EE | $23,040 | $5,948+287.4% | $5,198+343.3% | $5,850+293.8% |
| Admin fee / account holder | $3,980 | $17,109-76.7% | $13,954-71.5% | $11,596-65.7% |