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 | $306,738 | $202,318+51.6% | $172,739+77.6% | $152,861+100.7% |
| Participation rate | 95.2% | 87.1%+8.2pp | 82.6%+12.6pp | 82.4%+12.8pp |
| Annual return | 26.58% | 1029.65%-1003.1pp | 802.84%-776.3pp | 345.32%-318.7pp |
| Employer contribution / active EE | $7,399 | $5,856+26.3% | $5,143+43.9% | $4,762+55.4% |
| Participant deferral / active EE | $11,463 | $5,948+92.7% | $5,198+120.5% | $5,850+95.9% |
| Admin fee / account holder | $2,048 | $17,109-88.0% | $13,954-85.3% | $11,596-82.3% |