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 | $252,582 | $202,318+24.8% | $172,739+46.2% | $152,861+65.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.21% | 1029.65%-1013.4pp | 802.84%-786.6pp | 345.32%-329.1pp |
| Employer contribution / active EE | $8,772 | $5,856+49.8% | $5,143+70.6% | $4,762+84.2% |
| Participant deferral / active EE | $5,696 | $5,948-4.2% | $5,198+9.6% | $5,850-2.6% |
| Admin fee / account holder | $1,009 | $17,109-94.1% | $13,954-92.8% | $11,596-91.3% |