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 | $345,648 | $202,318+70.8% | $172,739+100.1% | $152,861+126.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.94% | 1029.65%-1010.7pp | 802.84%-783.9pp | 345.32%-326.4pp |
| Employer contribution / active EE | $6,680 | $5,856+14.1% | $5,143+29.9% | $4,762+40.3% |
| Participant deferral / active EE | $7,751 | $5,948+30.3% | $5,198+49.1% | $5,850+32.5% |
| Admin fee / account holder | $2,680 | $17,109-84.3% | $13,954-80.8% | $11,596-76.9% |