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 | $260,690 | $171,865+51.7% | $149,718+74.1% | $147,584+76.6% |
| Participation rate | 84.6% | 88.2%-3.6pp | 87.1%-2.5pp | 82.8%+1.8pp |
| Annual return | 17.16% | 2113.22%-2096.1pp | 1501.63%-1484.5pp | 578.55%-561.4pp |
| Employer contribution / active EE | $3,198 | $6,275-49.0% | $5,445-41.3% | $4,876-34.4% |
| Participant deferral / active EE | $6,735 | $7,271-7.4% | $6,569+2.5% | $5,439+23.8% |
| Admin fee / account holder | $1,245 | $13,799-91.0% | $11,283-89.0% | $10,885-88.6% |