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 | $253,388 | $171,865+47.4% | $149,718+69.2% | $147,584+71.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.93% | 2113.22%-2101.3pp | 1501.63%-1489.7pp | 578.55%-566.6pp |
| Employer contribution / active EE | $4,871 | $6,275-22.4% | $5,445-10.5% | $4,876-0.1% |
| Participant deferral / active EE | $7,269 | $7,2710% | $6,569+10.7% | $5,439+33.6% |
| Admin fee / account holder | $5,706 | $13,799-58.6% | $11,283-49.4% | $10,885-47.6% |