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 | $299,849 | $202,318+48.2% | $172,739+73.6% | $152,861+96.2% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 21.17% | 1029.65%-1008.5pp | 802.84%-781.7pp | 345.32%-324.2pp |
| Employer contribution / active EE | $16,122 | $5,856+175.3% | $5,143+213.5% | $4,762+238.5% |
| Participant deferral / active EE | $11,816 | $5,948+98.7% | $5,198+127.3% | $5,850+102.0% |
| Admin fee / account holder | $5,529 | $17,109-67.7% | $13,954-60.4% | $11,596-52.3% |