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 | $257,388 | $202,318+27.2% | $172,739+49.0% | $152,861+68.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.79% | 1029.65%-1009.9pp | 802.84%-783.1pp | 345.32%-325.5pp |
| Employer contribution / active EE | $7,579 | $5,856+29.4% | $5,143+47.4% | $4,762+59.1% |
| Participant deferral / active EE | $10,817 | $5,948+81.9% | $5,198+108.1% | $5,850+84.9% |
| Admin fee / account holder | $2,516 | $17,109-85.3% | $13,954-82.0% | $11,596-78.3% |