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 | $275,306 | $202,318+36.1% | $172,739+59.4% | $152,861+80.1% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 13.42% | 1029.65%-1016.2pp | 802.84%-789.4pp | 345.32%-331.9pp |
| Employer contribution / active EE | $3,057 | $5,856-47.8% | $5,143-40.6% | $4,762-35.8% |
| Participant deferral / active EE | $5,877 | $5,948-1.2% | $5,198+13.1% | $5,850+0.5% |
| Admin fee / account holder | $67,000 | $17,109+291.6% | $13,954+380.2% | $11,596+477.8% |