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 | $289,859 | $202,318+43.3% | $172,739+67.8% | $152,861+89.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 71.63% | 1029.65%-958.0pp | 802.84%-731.2pp | 345.32%-273.7pp |
| Employer contribution / active EE | $7,988 | $5,856+36.4% | $5,143+55.3% | $4,762+67.7% |
| Participant deferral / active EE | $19,010 | $5,948+219.6% | $5,198+265.8% | $5,850+225.0% |
| Admin fee / account holder | $2,344 | $17,109-86.3% | $13,954-83.2% | $11,596-79.8% |