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 | $390,305 | $202,318+92.9% | $172,739+126.0% | $152,861+155.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.39% | 1029.65%-1004.3pp | 802.84%-777.4pp | 345.32%-319.9pp |
| Employer contribution / active EE | $7,272 | $5,856+24.2% | $5,143+41.4% | $4,762+52.7% |
| Participant deferral / active EE | $12,250 | $5,948+106.0% | $5,198+135.7% | $5,850+109.4% |
| Admin fee / account holder | $1,604 | $17,109-90.6% | $13,954-88.5% | $11,596-86.2% |