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 | $312,954 | $202,318+54.7% | $172,739+81.2% | $152,861+104.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.39% | 1029.65%-1009.3pp | 802.84%-782.4pp | 345.32%-324.9pp |
| Employer contribution / active EE | $13,805 | $5,856+135.7% | $5,143+168.4% | $4,762+189.9% |
| Participant deferral / active EE | $8,543 | $5,948+43.6% | $5,198+64.4% | $5,850+46.0% |
| Admin fee / account holder | $128,291 | $17,109+649.9% | $13,954+819.4% | $11,596+1006.3% |