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 | $328,984 | $202,318+62.6% | $172,739+90.5% | $152,861+115.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 13.13% | 1029.65%-1016.5pp | 802.84%-789.7pp | 345.32%-332.2pp |
| Employer contribution / active EE | $8,064 | $5,856+37.7% | $5,143+56.8% | $4,762+69.3% |
| Participant deferral / active EE | $10,013 | $5,948+68.3% | $5,198+92.6% | $5,850+71.2% |
| Admin fee / account holder | $2,683 | $17,109-84.3% | $13,954-80.8% | $11,596-76.9% |