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 | $329,053 | $202,318+62.6% | $172,739+90.5% | $152,861+115.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.22% | 1029.65%-1003.4pp | 802.84%-776.6pp | 345.32%-319.1pp |
| Employer contribution / active EE | $1,798 | $5,856-69.3% | $5,143-65.0% | $4,762-62.3% |
| Participant deferral / active EE | $5,897 | $5,948-0.9% | $5,198+13.5% | $5,850+0.8% |
| Admin fee / account holder | $1,745 | $17,109-89.8% | $13,954-87.5% | $11,596-85.0% |