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 | $349,076 | $209,832+66.4% | $189,513+84.2% | $167,490+108.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 35.22% | 748.27%-713.0pp | 555.15%-519.9pp | 478.56%-443.3pp |
| Employer contribution / active EE | $20,886 | $6,914+202.1% | $6,162+239.0% | $4,837+331.8% |
| Participant deferral / active EE | $16,658 | $8,935+86.4% | $8,221+102.6% | $6,341+162.7% |
| Admin fee / account holder | $37,517 | $14,293+162.5% | $12,045+211.5% | $12,309+204.8% |