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 | $294,807 | $202,432+45.6% | $169,368+74.1% | $139,434+111.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 27.71% | 531.74%-504.0pp | 405.60%-377.9pp | 372.94%-345.2pp |
| Employer contribution / active EE | $7,730 | $4,692+64.7% | $4,013+92.6% | $4,751+62.7% |
| Participant deferral / active EE | $14,952 | $6,938+115.5% | $6,221+140.3% | $6,710+122.8% |
| Admin fee / account holder | $45,216 | $10,708+322.3% | $9,003+402.2% | $11,403+296.5% |