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 | $387,358 | $202,318+91.5% | $172,739+124.2% | $152,861+153.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 15.57% | 1029.65%-1014.1pp | 802.84%-787.3pp | 345.32%-329.7pp |
| Employer contribution / active EE | $14,855 | $5,856+153.7% | $5,143+188.9% | $4,762+211.9% |
| Participant deferral / active EE | $9,599 | $5,948+61.4% | $5,198+84.7% | $5,850+64.1% |
| Admin fee / account holder | $1,600 | $17,109-90.6% | $13,954-88.5% | $11,596-86.2% |