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 | $468,863 | $202,318+131.7% | $172,739+171.4% | $152,861+206.7% |
| Participation rate | 94.1% | 87.1%+7.1pp | 82.6%+11.5pp | 82.4%+11.7pp |
| Annual return | 20.66% | 1029.65%-1009.0pp | 802.84%-782.2pp | 345.32%-324.7pp |
| Employer contribution / active EE | $5,881 | $5,856+0.4% | $5,143+14.4% | $4,762+23.5% |
| Participant deferral / active EE | $4,490 | $5,948-24.5% | $5,198-13.6% | $5,850-23.3% |
| Admin fee / account holder | $18,064 | $17,109+5.6% | $13,954+29.5% | $11,596+55.8% |