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 | $292,895 | $202,318+44.8% | $172,739+69.6% | $152,861+91.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.47% | 1029.65%-1015.2pp | 802.84%-788.4pp | 345.32%-330.8pp |
| Employer contribution / active EE | $6,974 | $5,856+19.1% | $5,143+35.6% | $4,762+46.4% |
| Participant deferral / active EE | $6,570 | $5,948+10.4% | $5,198+26.4% | $5,850+12.3% |
| Admin fee / account holder | $5,999 | $17,109-64.9% | $13,954-57.0% | $11,596-48.3% |