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 | $415,342 | $202,318+105.3% | $172,739+140.4% | $152,861+171.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.80% | 1029.65%-1008.9pp | 802.84%-782.0pp | 345.32%-324.5pp |
| Employer contribution / active EE | $5,005 | $5,856-14.5% | $5,143-2.7% | $4,762+5.1% |
| Participant deferral / active EE | $9,765 | $5,948+64.2% | $5,198+87.9% | $5,850+66.9% |
| Admin fee / account holder | $7,817 | $17,109-54.3% | $13,954-44.0% | $11,596-32.6% |