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 | $262,565 | $202,318+29.8% | $172,739+52.0% | $152,861+71.8% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 30.03% | 1029.65%-999.6pp | 802.84%-772.8pp | 345.32%-315.3pp |
| Employer contribution / active EE | $2,921 | $5,856-50.1% | $5,143-43.2% | $4,762-38.7% |
| Participant deferral / active EE | $7,633 | $5,948+28.3% | $5,198+46.9% | $5,850+30.5% |
| Admin fee / account holder | $2,140 | $17,109-87.5% | $13,954-84.7% | $11,596-81.5% |