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 | $281,188 | $171,865+63.6% | $149,718+87.8% | $147,584+90.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 29.15% | 2113.22%-2084.1pp | 1501.63%-1472.5pp | 578.55%-549.4pp |
| Employer contribution / active EE | $11,035 | $6,275+75.8% | $5,445+102.7% | $4,876+126.3% |
| Participant deferral / active EE | $11,097 | $7,271+52.6% | $6,569+68.9% | $5,439+104.0% |
| Admin fee / account holder | $1,402 | $13,799-89.8% | $11,283-87.6% | $10,885-87.1% |