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 | $268,633 | $202,318+32.8% | $172,739+55.5% | $152,861+75.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 13.87% | 1029.65%-1015.8pp | 802.84%-789.0pp | 345.32%-331.4pp |
| Employer contribution / active EE | $10,595 | $5,856+80.9% | $5,143+106.0% | $4,762+122.5% |
| Participant deferral / active EE | $8,158 | $5,948+37.1% | $5,198+56.9% | $5,850+39.4% |
| Admin fee / account holder | $2,023 | $17,109-88.2% | $13,954-85.5% | $11,596-82.6% |