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 | $342,739 | $202,318+69.4% | $172,739+98.4% | $152,861+124.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 28.47% | 1029.65%-1001.2pp | 802.84%-774.4pp | 345.32%-316.8pp |
| Employer contribution / active EE | $9,369 | $5,856+60.0% | $5,143+82.2% | $4,762+96.7% |
| Participant deferral / active EE | $6,042 | $5,948+1.6% | $5,198+16.2% | $5,850+3.3% |
| Admin fee / account holder | $10,737 | $17,109-37.2% | $13,954-23.1% | $11,596-7.4% |