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 | $332,230 | $209,832+58.3% | $189,513+75.3% | $167,490+98.4% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.98% | 748.27%-737.3pp | 555.15%-544.2pp | 478.56%-467.6pp |
| Employer contribution / active EE | $1,855 | $6,914-73.2% | $6,162-69.9% | $4,837-61.6% |
| Participant deferral / active EE | $4,867 | $8,935-45.5% | $8,221-40.8% | $6,341-23.3% |
| Admin fee / account holder | $38,063 | $14,293+166.3% | $12,045+216.0% | $12,309+209.2% |