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 | $274,509 | $202,318+35.7% | $172,739+58.9% | $152,861+79.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.88% | 1029.65%-1003.8pp | 802.84%-777.0pp | 345.32%-319.4pp |
| Employer contribution / active EE | $3,818 | $5,856-34.8% | $5,143-25.8% | $4,762-19.8% |
| Participant deferral / active EE | $5,429 | $5,948-8.7% | $5,198+4.4% | $5,850-7.2% |
| Admin fee / account holder | $13,506 | $17,109-21.1% | $13,954-3.2% | $11,596+16.5% |