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 | $264,509 | $202,318+30.7% | $172,739+53.1% | $152,861+73.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 20.77% | 1029.65%-1008.9pp | 802.84%-782.1pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,797 | $5,856-69.3% | $5,143-65.1% | $4,762-62.3% |
| Participant deferral / active EE | $11,542 | $5,948+94.0% | $5,198+122.1% | $5,850+97.3% |
| Admin fee / account holder | $12,083 | $17,109-29.4% | $13,954-13.4% | $11,596+4.2% |