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 | $273,278 | $202,318+35.1% | $172,739+58.2% | $152,861+78.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.92% | 1029.65%-1012.7pp | 802.84%-785.9pp | 345.32%-328.4pp |
| Employer contribution / active EE | $11,321 | $5,856+93.3% | $5,143+120.1% | $4,762+137.7% |
| Participant deferral / active EE | $9,051 | $5,948+52.2% | $5,198+74.1% | $5,850+54.7% |
| Admin fee / account holder | $15,446 | $17,109-9.7% | $13,954+10.7% | $11,596+33.2% |