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 | $274,017 | $202,318+35.4% | $172,739+58.6% | $152,861+79.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.85% | 1029.65%-1014.8pp | 802.84%-788.0pp | 345.32%-330.5pp |
| Employer contribution / active EE | $3,118 | $5,856-46.8% | $5,143-39.4% | $4,762-34.5% |
| Participant deferral / active EE | $4,807 | $5,948-19.2% | $5,198-7.5% | $5,850-17.8% |
| Admin fee / account holder | $3,670 | $17,109-78.5% | $13,954-73.7% | $11,596-68.3% |