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 | $346,832 | $202,318+71.4% | $172,739+100.8% | $152,861+126.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 53.49% | 1029.65%-976.2pp | 802.84%-749.4pp | 345.32%-291.8pp |
| Employer contribution / active EE | $9,250 | $5,856+58.0% | $5,143+79.9% | $4,762+94.2% |
| Participant deferral / active EE | $4,691 | $5,948-21.1% | $5,198-9.8% | $5,850-19.8% |
| Admin fee / account holder | $116,642 | $17,109+581.8% | $13,954+735.9% | $11,596+905.8% |