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 | $394,555 | $202,318+95.0% | $172,739+128.4% | $152,861+158.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.07% | 1029.65%-1005.6pp | 802.84%-778.8pp | 345.32%-321.2pp |
| Employer contribution / active EE | $5,846 | $5,856-0.2% | $5,143+13.7% | $4,762+22.8% |
| Participant deferral / active EE | $5,343 | $5,948-10.2% | $5,198+2.8% | $5,850-8.7% |
| Admin fee / account holder | $25,780 | $17,109+50.7% | $13,954+84.7% | $11,596+122.3% |