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 | $718,793 | $144,119+398.8% | $117,854+509.9% | $147,584+387.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 419.19% | 531.15%-112.0pp | 335.08%+84.1pp | 578.55%-159.4pp |
| Employer contribution / active EE | $3,151 | $4,896-35.6% | $3,786-16.8% | $4,876-35.4% |
| Participant deferral / active EE | $2,036 | $5,316-61.7% | $4,482-54.6% | $5,439-62.6% |
| Admin fee / account holder | $32,158 | $10,886+195.4% | $8,020+301.0% | $10,885+195.4% |