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 | $264,984 | $202,318+31.0% | $172,739+53.4% | $152,861+73.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 19.50% | 1029.65%-1010.2pp | 802.84%-783.3pp | 345.32%-325.8pp |
| Employer contribution / active EE | $4,866 | $5,856-16.9% | $5,143-5.4% | $4,762+2.2% |
| Participant deferral / active EE | $4,521 | $5,948-24.0% | $5,198-13.0% | $5,850-22.7% |
| Admin fee / account holder | $79,499 | $17,109+364.7% | $13,954+469.7% | $11,596+585.6% |