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 | $409,884 | $202,318+102.6% | $172,739+137.3% | $152,861+168.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.31% | 1029.65%-1004.3pp | 802.84%-777.5pp | 345.32%-320.0pp |
| Employer contribution / active EE | $7,334 | $5,856+25.2% | $5,143+42.6% | $4,762+54.0% |
| Participant deferral / active EE | $10,622 | $5,948+78.6% | $5,198+104.4% | $5,850+81.6% |
| Admin fee / account holder | $76,833 | $17,109+349.1% | $13,954+450.6% | $11,596+562.6% |