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 | $379,758 | $209,832+81.0% | $189,513+100.4% | $167,490+126.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.11% | 748.27%-738.2pp | 555.15%-545.0pp | 478.56%-468.4pp |
| Employer contribution / active EE | $13,728 | $6,914+98.6% | $6,162+122.8% | $4,837+183.8% |
| Participant deferral / active EE | $16,497 | $8,935+84.6% | $8,221+100.7% | $6,341+160.2% |
| Admin fee / account holder | $2,090 | $14,293-85.4% | $12,045-82.6% | $12,309-83.0% |