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 | $250,960 | $202,318+24.0% | $172,739+45.3% | $152,861+64.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.27% | 1029.65%-1005.4pp | 802.84%-778.6pp | 345.32%-321.1pp |
| Employer contribution / active EE | $13,039 | $5,856+122.7% | $5,143+153.5% | $4,762+173.8% |
| Participant deferral / active EE | $6,333 | $5,948+6.5% | $5,198+21.9% | $5,850+8.3% |
| Admin fee / account holder | $1,055 | $17,109-93.8% | $13,954-92.4% | $11,596-90.9% |