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 7-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 | $306,307 | $157,256+94.8% | $141,162+117.0% | $152,861+100.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 289.56% | 64.32%+225.2pp | 71.39%+218.2pp | 345.32%-55.8pp |
| Employer contribution / active EE | $33,017 | $5,261+527.6% | $4,735+597.3% | $4,762+593.3% |
| Participant deferral / active EE | $5,451 | $7,109-23.3% | $6,709-18.8% | $5,850-6.8% |
| Admin fee / account holder | $1,000 | $12,120-91.7% | $10,261-90.3% | $11,596-91.4% |