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 | $361,243 | $202,318+78.6% | $172,739+109.1% | $152,861+136.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.27% | 1029.65%-1007.4pp | 802.84%-780.6pp | 345.32%-323.0pp |
| Employer contribution / active EE | $9,397 | $5,856+60.5% | $5,143+82.7% | $4,762+97.3% |
| Participant deferral / active EE | $6,415 | $5,948+7.8% | $5,198+23.4% | $5,850+9.7% |
| Admin fee / account holder | $8,916 | $17,109-47.9% | $13,954-36.1% | $11,596-23.1% |