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 | $381,746 | $202,318+88.7% | $172,739+121.0% | $152,861+149.7% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.4%+10.4pp |
| Annual return | 33.39% | 1029.65%-996.3pp | 802.84%-769.4pp | 345.32%-311.9pp |
| Employer contribution / active EE | $2,351 | $5,856-59.9% | $5,143-54.3% | $4,762-50.6% |
| Participant deferral / active EE | $9,491 | $5,948+59.6% | $5,198+82.6% | $5,850+62.2% |
| Admin fee / account holder | $1,511 | $17,109-91.2% | $13,954-89.2% | $11,596-87.0% |