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 | $281,881 | $171,865+64.0% | $149,718+88.3% | $147,584+91.0% |
| Participation rate | 93.8% | 88.2%+5.6pp | 87.1%+6.7pp | 82.8%+10.9pp |
| Annual return | 11.86% | 2113.22%-2101.4pp | 1501.63%-1489.8pp | 578.55%-566.7pp |
| Employer contribution / active EE | $3,496 | $6,275-44.3% | $5,445-35.8% | $4,876-28.3% |
| Participant deferral / active EE | $4,306 | $7,271-40.8% | $6,569-34.5% | $5,439-20.8% |
| Admin fee / account holder | $3,144 | $13,799-77.2% | $11,283-72.1% | $10,885-71.1% |