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 | $319,196 | $202,318+57.8% | $172,739+84.8% | $152,861+108.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.82% | 1029.65%-1004.8pp | 802.84%-778.0pp | 345.32%-320.5pp |
| Employer contribution / active EE | $13,764 | $5,856+135.0% | $5,143+167.6% | $4,762+189.0% |
| Participant deferral / active EE | $8,810 | $5,948+48.1% | $5,198+69.5% | $5,850+50.6% |
| Admin fee / account holder | $8,396 | $17,109-50.9% | $13,954-39.8% | $11,596-27.6% |