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 | $406,937 | $202,318+101.1% | $172,739+135.6% | $152,861+166.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 38.41% | 1029.65%-991.2pp | 802.84%-764.4pp | 345.32%-306.9pp |
| Employer contribution / active EE | $2,383 | $5,856-59.3% | $5,143-53.7% | $4,762-50.0% |
| Participant deferral / active EE | $7,552 | $5,948+27.0% | $5,198+45.3% | $5,850+29.1% |
| Admin fee / account holder | $2,978 | $17,109-82.6% | $13,954-78.7% | $11,596-74.3% |