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 | $261,465 | $202,318+29.2% | $172,739+51.4% | $152,861+71.0% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 20.49% | 1029.65%-1009.2pp | 802.84%-782.4pp | 345.32%-324.8pp |
| Employer contribution / active EE | $7,494 | $5,856+28.0% | $5,143+45.7% | $4,762+57.4% |
| Participant deferral / active EE | $4,833 | $5,948-18.7% | $5,198-7.0% | $5,850-17.4% |
| Admin fee / account holder | $758 | $17,109-95.6% | $13,954-94.6% | $11,596-93.5% |