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 | $275,180 | $202,318+36.0% | $172,739+59.3% | $152,861+80.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.09% | 1029.65%-1015.6pp | 802.84%-788.7pp | 345.32%-331.2pp |
| Employer contribution / active EE | $32,411 | $5,856+453.5% | $5,143+530.2% | $4,762+580.6% |
| Participant deferral / active EE | $11,950 | $5,948+100.9% | $5,198+129.9% | $5,850+104.3% |
| Admin fee / account holder | $1,035 | $17,109-94.0% | $13,954-92.6% | $11,596-91.1% |