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 | $345,369 | $202,318+70.7% | $172,739+99.9% | $152,861+125.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.79% | 1029.65%-1004.9pp | 802.84%-778.0pp | 345.32%-320.5pp |
| Employer contribution / active EE | $4,472 | $5,856-23.6% | $5,143-13.0% | $4,762-6.1% |
| Participant deferral / active EE | $5,179 | $5,948-12.9% | $5,198-0.4% | $5,850-11.5% |
| Admin fee / account holder | $4,447 | $17,109-74.0% | $13,954-68.1% | $11,596-61.7% |