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 | $342,908 | $202,318+69.5% | $172,739+98.5% | $152,861+124.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 43.87% | 1029.65%-985.8pp | 802.84%-759.0pp | 345.32%-301.5pp |
| Employer contribution / active EE | $4,650 | $5,856-20.6% | $5,143-9.6% | $4,762-2.4% |
| Participant deferral / active EE | $17,250 | $5,948+190.0% | $5,198+231.9% | $5,850+194.9% |
| Admin fee / account holder | $2,061 | $17,109-88.0% | $13,954-85.2% | $11,596-82.2% |