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 | $271,509 | $202,318+34.2% | $172,739+57.2% | $152,861+77.6% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.4%-11.0pp |
| Annual return | 22.55% | 1029.65%-1007.1pp | 802.84%-780.3pp | 345.32%-322.8pp |
| Employer contribution / active EE | $1,283 | $5,856-78.1% | $5,143-75.1% | $4,762-73.1% |
| Participant deferral / active EE | $6,331 | $5,948+6.4% | $5,198+21.8% | $5,850+8.2% |
| Admin fee / account holder | $4,488 | $17,109-73.8% | $13,954-67.8% | $11,596-61.3% |