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 | $341,182 | $202,318+68.6% | $172,739+97.5% | $152,861+123.2% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 24.81% | 1029.65%-1004.8pp | 802.84%-778.0pp | 345.32%-320.5pp |
| Employer contribution / active EE | $25,399 | $5,856+333.7% | $5,143+393.9% | $4,762+433.3% |
| Participant deferral / active EE | $15,676 | $5,948+163.6% | $5,198+201.6% | $5,850+168.0% |
| Admin fee / account holder | $22,833 | $17,109+33.5% | $13,954+63.6% | $11,596+96.9% |