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 | $256,454 | $202,318+26.8% | $172,739+48.5% | $152,861+67.8% |
| Participation rate | 90.9% | 87.1%+3.9pp | 82.6%+8.3pp | 82.4%+8.5pp |
| Annual return | 19.39% | 1029.65%-1010.3pp | 802.84%-783.5pp | 345.32%-325.9pp |
| Employer contribution / active EE | $18,109 | $5,856+209.2% | $5,143+252.1% | $4,762+280.3% |
| Participant deferral / active EE | $12,935 | $5,948+117.5% | $5,198+148.9% | $5,850+121.1% |
| Admin fee / account holder | $4,397 | $17,109-74.3% | $13,954-68.5% | $11,596-62.1% |