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 | $297,348 | $202,318+47.0% | $172,739+72.1% | $152,861+94.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 22.36% | 1029.65%-1007.3pp | 802.84%-780.5pp | 345.32%-323.0pp |
| Employer contribution / active EE | $11,140 | $5,856+90.2% | $5,143+116.6% | $4,762+133.9% |
| Participant deferral / active EE | $8,959 | $5,948+50.6% | $5,198+72.4% | $5,850+53.1% |
| Admin fee / account holder | $164,310 | $17,109+860.4% | $13,954+1077.5% | $11,596+1316.9% |