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 9-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 | $1,262,381 | $202,318+524.0% | $172,739+630.8% | $152,861+725.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 38.83% | 1029.65%-990.8pp | 802.84%-764.0pp | 345.32%-306.5pp |
| Employer contribution / active EE | $31,164 | $5,856+432.2% | $5,143+506.0% | $4,762+554.4% |
| Participant deferral / active EE | $16,057 | $5,948+170.0% | $5,198+208.9% | $5,850+174.5% |
| Admin fee / account holder | $44,263 | $17,109+158.7% | $13,954+217.2% | $11,596+281.7% |