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 | $271,498 | $202,318+34.2% | $172,739+57.2% | $152,861+77.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.38% | 1029.65%-1007.3pp | 802.84%-780.5pp | 345.32%-322.9pp |
| Employer contribution / active EE | $15,711 | $5,856+168.3% | $5,143+205.5% | $4,762+229.9% |
| Participant deferral / active EE | $2,990 | $5,948-49.7% | $5,198-42.5% | $5,850-48.9% |
| Admin fee / account holder | $5,419 | $17,109-68.3% | $13,954-61.2% | $11,596-53.3% |