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 9-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 | $252,915 | $171,865+47.2% | $149,718+68.9% | $147,584+71.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 62.01% | 2113.22%-2051.2pp | 1501.63%-1439.6pp | 578.55%-516.5pp |
| Employer contribution / active EE | $7,631 | $6,275+21.6% | $5,445+40.2% | $4,876+56.5% |
| Participant deferral / active EE | $5,217 | $7,271-28.2% | $6,569-20.6% | $5,439-4.1% |
| Admin fee / account holder | $1,843 | $13,799-86.6% | $11,283-83.7% | $10,885-83.1% |