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 | $262,302 | $202,318+29.6% | $172,739+51.8% | $152,861+71.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.49% | 1029.65%-1005.2pp | 802.84%-778.4pp | 345.32%-320.8pp |
| Employer contribution / active EE | $10,882 | $5,856+85.8% | $5,143+111.6% | $4,762+128.5% |
| Participant deferral / active EE | $10,317 | $5,948+73.4% | $5,198+98.5% | $5,850+76.3% |
| Admin fee / account holder | $20,046 | $17,109+17.2% | $13,954+43.7% | $11,596+72.9% |