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 | $276,179 | $202,318+36.5% | $172,739+59.9% | $152,861+80.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 21.47% | 1029.65%-1008.2pp | 802.84%-781.4pp | 345.32%-323.8pp |
| Employer contribution / active EE | $5,342 | $5,856-8.8% | $5,143+3.9% | $4,762+12.2% |
| Participant deferral / active EE | $10,980 | $5,948+84.6% | $5,198+111.2% | $5,850+87.7% |
| Admin fee / account holder | $9,322 | $17,109-45.5% | $13,954-33.2% | $11,596-19.6% |