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 | $288,028 | $202,318+42.4% | $172,739+66.7% | $152,861+88.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.93% | 1029.65%-1014.7pp | 802.84%-787.9pp | 345.32%-330.4pp |
| Employer contribution / active EE | $1,236 | $5,856-78.9% | $5,143-76.0% | $4,762-74.0% |
| Participant deferral / active EE | $20,898 | $5,948+251.3% | $5,198+302.1% | $5,850+257.2% |
| Admin fee / account holder | $200,626 | $17,109+1072.7% | $13,954+1337.8% | $11,596+1630.1% |