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 | $440,039 | $202,318+117.5% | $172,739+154.7% | $152,861+187.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.44% | 1029.65%-1011.2pp | 802.84%-784.4pp | 345.32%-326.9pp |
| Employer contribution / active EE | $21,072 | $5,856+259.8% | $5,143+309.7% | $4,762+342.5% |
| Participant deferral / active EE | $9,817 | $5,948+65.0% | $5,198+88.9% | $5,850+67.8% |
| Admin fee / account holder | $109,544 | $17,109+540.3% | $13,954+685.0% | $11,596+844.6% |