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 | $295,597 | $202,318+46.1% | $172,739+71.1% | $152,861+93.4% |
| Participation rate | 78.6% | 87.1%-8.5pp | 82.6%-4.1pp | 82.4%-3.9pp |
| Annual return | 28.20% | 1029.65%-1001.5pp | 802.84%-774.6pp | 345.32%-317.1pp |
| Employer contribution / active EE | $10,021 | $5,856+71.1% | $5,143+94.8% | $4,762+110.4% |
| Participant deferral / active EE | $8,529 | $5,948+43.4% | $5,198+64.1% | $5,850+45.8% |
| Admin fee / account holder | $1,257 | $17,109-92.7% | $13,954-91.0% | $11,596-89.2% |