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 | $334,674 | $202,318+65.4% | $172,739+93.7% | $152,861+118.9% |
| Participation rate | 84.6% | 87.1%-2.4pp | 82.6%+2.0pp | 82.4%+2.2pp |
| Annual return | 13.31% | 1029.65%-1016.3pp | 802.84%-789.5pp | 345.32%-332.0pp |
| Employer contribution / active EE | $2,098 | $5,856-64.2% | $5,143-59.2% | $4,762-55.9% |
| Participant deferral / active EE | $7,375 | $5,948+24.0% | $5,198+41.9% | $5,850+26.1% |
| Admin fee / account holder | $9,030 | $17,109-47.2% | $13,954-35.3% | $11,596-22.1% |