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 | $266,472 | $202,318+31.7% | $172,739+54.3% | $152,861+74.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.19% | 1029.65%-1015.5pp | 802.84%-788.6pp | 345.32%-331.1pp |
| Employer contribution / active EE | $11,063 | $5,856+88.9% | $5,143+115.1% | $4,762+132.3% |
| Participant deferral / active EE | $5,813 | $5,948-2.3% | $5,198+11.8% | $5,850-0.6% |
| Admin fee / account holder | $5,132 | $17,109-70.0% | $13,954-63.2% | $11,596-55.7% |