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 | $273,498 | $177,572+54.0% | $154,803+76.7% | $142,382+92.1% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 289.94% | 65.07%+224.9pp | 58.88%+231.1pp | 217.08%+72.9pp |
| Employer contribution / active EE | $1,355 | $4,810-71.8% | $4,305-68.5% | $4,299-68.5% |
| Participant deferral / active EE | $10,574 | $6,272+68.6% | $5,540+90.9% | $6,507+62.5% |
| Admin fee / account holder | $24,498 | $16,786+45.9% | $14,329+71.0% | $12,624+94.1% |