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 | $270,958 | $202,318+33.9% | $172,739+56.9% | $152,861+77.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.36% | 1029.65%-1012.3pp | 802.84%-785.5pp | 345.32%-328.0pp |
| Employer contribution / active EE | $11,155 | $5,856+90.5% | $5,143+116.9% | $4,762+134.2% |
| Participant deferral / active EE | $6,787 | $5,948+14.1% | $5,198+30.6% | $5,850+16.0% |
| Admin fee / account holder | $213,047 | $17,109+1145.3% | $13,954+1426.8% | $11,596+1737.2% |