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 | $292,996 | $171,865+70.5% | $149,718+95.7% | $147,584+98.5% |
| Participation rate | 75.0% | 88.2%-13.2pp | 87.1%-12.1pp | 82.8%-7.8pp |
| Annual return | 23.82% | 2113.22%-2089.4pp | 1501.63%-1477.8pp | 578.55%-554.7pp |
| Employer contribution / active EE | $9,960 | $6,275+58.7% | $5,445+82.9% | $4,876+104.3% |
| Participant deferral / active EE | $7,543 | $7,271+3.7% | $6,569+14.8% | $5,439+38.7% |
| Admin fee / account holder | $1,781 | $13,799-87.1% | $11,283-84.2% | $10,885-83.6% |