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 8-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 | $286,477 | $202,318+41.6% | $172,739+65.8% | $152,861+87.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.57% | 1029.65%-1010.1pp | 802.84%-783.3pp | 345.32%-325.7pp |
| Employer contribution / active EE | $10,345 | $5,856+76.7% | $5,143+101.2% | $4,762+117.2% |
| Participant deferral / active EE | $8,362 | $5,948+40.6% | $5,198+60.9% | $5,850+42.9% |
| Admin fee / account holder | $2,887 | $17,109-83.1% | $13,954-79.3% | $11,596-75.1% |