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 | $341,839 | $202,318+69.0% | $172,739+97.9% | $152,861+123.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.59% | 1029.65%-1004.1pp | 802.84%-777.3pp | 345.32%-319.7pp |
| Employer contribution / active EE | $6,625 | $5,856+13.1% | $5,143+28.8% | $4,762+39.1% |
| Participant deferral / active EE | $6,471 | $5,948+8.8% | $5,198+24.5% | $5,850+10.6% |
| Admin fee / account holder | $527 | $17,109-96.9% | $13,954-96.2% | $11,596-95.5% |