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 | $581,393 | $202,318+187.4% | $172,739+236.6% | $152,861+280.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 23.99% | 1029.65%-1005.7pp | 802.84%-778.8pp | 345.32%-321.3pp |
| Employer contribution / active EE | $23,776 | $5,856+306.0% | $5,143+362.3% | $4,762+399.3% |
| Participant deferral / active EE | $14,772 | $5,948+148.3% | $5,198+184.2% | $5,850+152.5% |
| Admin fee / account holder | $7,797 | $17,109-54.4% | $13,954-44.1% | $11,596-32.8% |