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 | $969,581 | $202,318+379.2% | $172,739+461.3% | $152,861+534.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 76.30% | 1029.65%-953.3pp | 802.84%-726.5pp | 345.32%-269.0pp |
| Employer contribution / active EE | $14,679 | $5,856+150.7% | $5,143+185.4% | $4,762+208.2% |
| Participant deferral / active EE | $21,250 | $5,948+257.3% | $5,198+308.8% | $5,850+263.2% |
| Admin fee / account holder | $4,598 | $17,109-73.1% | $13,954-67.0% | $11,596-60.3% |