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 | $369,563 | $202,318+82.7% | $172,739+113.9% | $152,861+141.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.41% | 1029.65%-1010.2pp | 802.84%-783.4pp | 345.32%-325.9pp |
| Employer contribution / active EE | $7,501 | $5,856+28.1% | $5,143+45.9% | $4,762+57.5% |
| Participant deferral / active EE | $6,670 | $5,948+12.1% | $5,198+28.3% | $5,850+14.0% |
| Admin fee / account holder | $12,311 | $17,109-28.0% | $13,954-11.8% | $11,596+6.2% |