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 | $296,338 | $202,318+46.5% | $172,739+71.6% | $152,861+93.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.37% | 1029.65%-1010.3pp | 802.84%-783.5pp | 345.32%-325.9pp |
| Employer contribution / active EE | $21,372 | $5,856+265.0% | $5,143+315.6% | $4,762+348.8% |
| Participant deferral / active EE | $13,283 | $5,948+123.3% | $5,198+155.6% | $5,850+127.0% |
| Admin fee / account holder | $2,980 | $17,109-82.6% | $13,954-78.6% | $11,596-74.3% |