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 | $397,975 | $202,318+96.7% | $172,739+130.4% | $152,861+160.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 12.92% | 1029.65%-1016.7pp | 802.84%-789.9pp | 345.32%-332.4pp |
| Employer contribution / active EE | $6,812 | $5,856+16.3% | $5,143+32.5% | $4,762+43.0% |
| Participant deferral / active EE | $9,386 | $5,948+57.8% | $5,198+80.6% | $5,850+60.4% |
| Admin fee / account holder | $16,142 | $17,109-5.6% | $13,954+15.7% | $11,596+39.2% |