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 | $299,871 | $202,432+48.1% | $169,368+77.1% | $139,434+115.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 39.85% | 531.74%-491.9pp | 405.60%-365.7pp | 372.94%-333.1pp |
| Employer contribution / active EE | $6,575 | $4,692+40.1% | $4,013+63.9% | $4,751+38.4% |
| Participant deferral / active EE | $6,196 | $6,938-10.7% | $6,221-0.4% | $6,710-7.7% |
| Admin fee / account holder | $56,584 | $10,708+428.4% | $9,003+528.5% | $11,403+396.2% |