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 | $264,089 | $171,865+53.7% | $149,718+76.4% | $147,584+78.9% |
| Participation rate | 95.2% | 88.2%+7.0pp | 87.1%+8.2pp | 82.8%+12.4pp |
| Annual return | 10.69% | 2113.22%-2102.5pp | 1501.63%-1490.9pp | 578.55%-567.9pp |
| Employer contribution / active EE | $2,675 | $6,275-57.4% | $5,445-50.9% | $4,876-45.1% |
| Participant deferral / active EE | $9,215 | $7,271+26.7% | $6,569+40.3% | $5,439+69.4% |
| Admin fee / account holder | $1,318 | $13,799-90.5% | $11,283-88.3% | $10,885-87.9% |