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 | $328,111 | $202,318+62.2% | $172,739+89.9% | $152,861+114.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 16.65% | 1029.65%-1013.0pp | 802.84%-786.2pp | 345.32%-328.7pp |
| Employer contribution / active EE | $5,815 | $5,856-0.7% | $5,143+13.1% | $4,762+22.1% |
| Participant deferral / active EE | $2,600 | $5,948-56.3% | $5,198-50.0% | $5,850-55.6% |
| Admin fee / account holder | $11,503 | $17,109-32.8% | $13,954-17.6% | $11,596-0.8% |