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 | $262,661 | $202,318+29.8% | $172,739+52.1% | $152,861+71.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.04% | 1029.65%-1013.6pp | 802.84%-786.8pp | 345.32%-329.3pp |
| Employer contribution / active EE | $17,985 | $5,856+207.1% | $5,143+249.7% | $4,762+277.6% |
| Participant deferral / active EE | $10,578 | $5,948+77.8% | $5,198+103.5% | $5,850+80.8% |
| Admin fee / account holder | $6,624 | $17,109-61.3% | $13,954-52.5% | $11,596-42.9% |