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 | $351,631 | $202,318+73.8% | $172,739+103.6% | $152,861+130.0% |
| Participation rate | 84.6% | 87.1%-2.4pp | 82.6%+2.0pp | 82.4%+2.2pp |
| Annual return | 24.75% | 1029.65%-1004.9pp | 802.84%-778.1pp | 345.32%-320.6pp |
| Employer contribution / active EE | $9,453 | $5,856+61.4% | $5,143+83.8% | $4,762+98.5% |
| Participant deferral / active EE | $4,863 | $5,948-18.2% | $5,198-6.4% | $5,850-16.9% |
| Admin fee / account holder | $676 | $17,109-96.0% | $13,954-95.2% | $11,596-94.2% |