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 | $330,589 | $202,318+63.4% | $172,739+91.4% | $152,861+116.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 17.40% | 1029.65%-1012.2pp | 802.84%-785.4pp | 345.32%-327.9pp |
| Employer contribution / active EE | $14,286 | $5,856+143.9% | $5,143+177.8% | $4,762+200.0% |
| Participant deferral / active EE | $19,531 | $5,948+228.4% | $5,198+275.8% | $5,850+233.9% |
| Admin fee / account holder | $131,047 | $17,109+666.0% | $13,954+839.1% | $11,596+1030.1% |