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 | $291,541 | $202,318+44.1% | $172,739+68.8% | $152,861+90.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.07% | 1029.65%-1010.6pp | 802.84%-783.8pp | 345.32%-326.2pp |
| Employer contribution / active EE | $13,477 | $5,856+130.1% | $5,143+162.1% | $4,762+183.0% |
| Participant deferral / active EE | $9,070 | $5,948+52.5% | $5,198+74.5% | $5,850+55.0% |
| Admin fee / account holder | $1,712 | $17,109-90.0% | $13,954-87.7% | $11,596-85.2% |