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 8-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 | $287,218 | $209,832+36.9% | $189,513+51.6% | $167,490+71.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 65.18% | 748.27%-683.1pp | 555.15%-490.0pp | 478.56%-413.4pp |
| Employer contribution / active EE | $14,733 | $6,914+113.1% | $6,162+139.1% | $4,837+204.5% |
| Participant deferral / active EE | $11,414 | $8,935+27.7% | $8,221+38.8% | $6,341+80.0% |
| Admin fee / account holder | $1,060 | $14,293-92.6% | $12,045-91.2% | $12,309-91.4% |