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 | $270,221 | $202,318+33.6% | $172,739+56.4% | $152,861+76.8% |
| Participation rate | 94.4% | 87.1%+7.4pp | 82.6%+11.8pp | 82.4%+12.0pp |
| Annual return | 20.64% | 1029.65%-1009.0pp | 802.84%-782.2pp | 345.32%-324.7pp |
| Employer contribution / active EE | $11,390 | $5,856+94.5% | $5,143+121.5% | $4,762+139.2% |
| Participant deferral / active EE | $6,662 | $5,948+12.0% | $5,198+28.2% | $5,850+13.9% |
| Admin fee / account holder | $338 | $17,109-98.0% | $13,954-97.6% | $11,596-97.1% |