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 | $384,168 | $202,318+89.9% | $172,739+122.4% | $152,861+151.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 29.00% | 1029.65%-1000.7pp | 802.84%-773.8pp | 345.32%-316.3pp |
| Employer contribution / active EE | $8,000 | $5,856+36.6% | $5,143+55.6% | $4,762+68.0% |
| Participant deferral / active EE | $5,000 | $5,948-15.9% | $5,198-3.8% | $5,850-14.5% |
| Admin fee / account holder | $4,809 | $17,109-71.9% | $13,954-65.5% | $11,596-58.5% |