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 | $329,663 | $171,865+91.8% | $149,718+120.2% | $147,584+123.4% |
| Participation rate | 80.0% | 88.2%-8.2pp | 87.1%-7.1pp | 82.8%-2.8pp |
| Annual return | 20.00% | 2113.22%-2093.2pp | 1501.63%-1481.6pp | 578.55%-558.5pp |
| Employer contribution / active EE | $10,502 | $6,275+67.4% | $5,445+92.9% | $4,876+115.4% |
| Participant deferral / active EE | $13,627 | $7,271+87.4% | $6,569+107.4% | $5,439+150.6% |
| Admin fee / account holder | $12,829 | $13,799-7.0% | $11,283+13.7% | $10,885+17.9% |