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 | $267,362 | $202,318+32.1% | $172,739+54.8% | $152,861+74.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.38% | 1029.65%-1012.3pp | 802.84%-785.5pp | 345.32%-327.9pp |
| Employer contribution / active EE | $18,129 | $5,856+209.6% | $5,143+252.5% | $4,762+280.7% |
| Participant deferral / active EE | $12,393 | $5,948+108.3% | $5,198+138.4% | $5,850+111.8% |
| Admin fee / account holder | $62,705 | $17,109+266.5% | $13,954+349.4% | $11,596+440.7% |