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 | $289,220 | $209,411+38.1% | $178,490+62.0% | $158,922+82.0% |
| Participation rate | 100.0% | 86.3%+13.7pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 1120.93% | 188.75%+932.2pp | 151.07%+969.9pp | 302.83%+818.1pp |
| Employer contribution / active EE | $4,570 | $5,706-19.9% | $5,011-8.8% | $4,761-4.0% |
| Participant deferral / active EE | $13,177 | $5,954+121.3% | $5,202+153.3% | $5,982+120.3% |
| Admin fee / account holder | $1,511 | $17,074-91.2% | $13,984-89.2% | $11,246-86.6% |