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 | $267,241 | $202,318+32.1% | $172,739+54.7% | $152,861+74.8% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.4%+10.4pp |
| Annual return | 23.18% | 1029.65%-1006.5pp | 802.84%-779.7pp | 345.32%-322.1pp |
| Employer contribution / active EE | $10,851 | $5,856+85.3% | $5,143+111.0% | $4,762+127.8% |
| Participant deferral / active EE | $5,512 | $5,948-7.3% | $5,198+6.0% | $5,850-5.8% |
| Admin fee / account holder | $23,357 | $17,109+36.5% | $13,954+67.4% | $11,596+101.4% |