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 | $281,967 | $171,865+64.1% | $149,718+88.3% | $147,584+91.1% |
| Participation rate | 83.3% | 88.2%-4.9pp | 87.1%-3.7pp | 82.8%+0.5pp |
| Annual return | 20.42% | 2113.22%-2092.8pp | 1501.63%-1481.2pp | 578.55%-558.1pp |
| Employer contribution / active EE | $2,648 | $6,275-57.8% | $5,445-51.4% | $4,876-45.7% |
| Participant deferral / active EE | $6,857 | $7,271-5.7% | $6,569+4.4% | $5,439+26.1% |
| Admin fee / account holder | $8,839 | $13,799-35.9% | $11,283-21.7% | $10,885-18.8% |