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 | $366,250 | $202,318+81.0% | $172,739+112.0% | $152,861+139.6% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 26.45% | 1029.65%-1003.2pp | 802.84%-776.4pp | 345.32%-318.9pp |
| Employer contribution / active EE | $8,236 | $5,856+40.6% | $5,143+60.1% | $4,762+72.9% |
| Participant deferral / active EE | $8,600 | $5,948+44.6% | $5,198+65.5% | $5,850+47.0% |
| Admin fee / account holder | $1,046 | $17,109-93.9% | $13,954-92.5% | $11,596-91.0% |