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 | $261,588 | $202,318+29.3% | $172,739+51.4% | $152,861+71.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 30.30% | 1029.65%-999.4pp | 802.84%-772.5pp | 345.32%-315.0pp |
| Employer contribution / active EE | $8,354 | $5,856+42.7% | $5,143+62.4% | $4,762+75.4% |
| Participant deferral / active EE | $8,603 | $5,948+44.6% | $5,198+65.5% | $5,850+47.1% |
| Admin fee / account holder | $524 | $17,109-96.9% | $13,954-96.2% | $11,596-95.5% |