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 | $382,704 | $202,318+89.2% | $172,739+121.6% | $152,861+150.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 14.38% | 1029.65%-1015.3pp | 802.84%-788.5pp | 345.32%-330.9pp |
| Employer contribution / active EE | $5,082 | $5,856-13.2% | $5,143-1.2% | $4,762+6.7% |
| Participant deferral / active EE | $13,750 | $5,948+131.2% | $5,198+164.5% | $5,850+135.0% |
| Admin fee / account holder | $5,904 | $17,109-65.5% | $13,954-57.7% | $11,596-49.1% |