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 | $338,169 | $202,318+67.1% | $172,739+95.8% | $152,861+121.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.70% | 1029.65%-1003.0pp | 802.84%-776.1pp | 345.32%-318.6pp |
| Employer contribution / active EE | $9,442 | $5,856+61.2% | $5,143+83.6% | $4,762+98.3% |
| Participant deferral / active EE | $3,168 | $5,948-46.7% | $5,198-39.0% | $5,850-45.8% |
| Admin fee / account holder | $1,969 | $17,109-88.5% | $13,954-85.9% | $11,596-83.0% |