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 | $311,064 | $202,318+53.8% | $172,739+80.1% | $152,861+103.5% |
| Participation rate | 86.7% | 87.1%-0.4pp | 82.6%+4.0pp | 82.4%+4.2pp |
| Annual return | 20.97% | 1029.65%-1008.7pp | 802.84%-781.9pp | 345.32%-324.4pp |
| Employer contribution / active EE | $3,244 | $5,856-44.6% | $5,143-36.9% | $4,762-31.9% |
| Participant deferral / active EE | $7,878 | $5,948+32.4% | $5,198+51.6% | $5,850+34.7% |
| Admin fee / account holder | $60,799 | $17,109+255.4% | $13,954+335.7% | $11,596+424.3% |