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 | $293,675 | $202,318+45.2% | $172,739+70.0% | $152,861+92.1% |
| Participation rate | 94.7% | 87.1%+7.7pp | 82.6%+12.1pp | 82.4%+12.3pp |
| Annual return | 26.02% | 1029.65%-1003.6pp | 802.84%-776.8pp | 345.32%-319.3pp |
| Employer contribution / active EE | $3,868 | $5,856-34.0% | $5,143-24.8% | $4,762-18.8% |
| Participant deferral / active EE | $5,267 | $5,948-11.4% | $5,198+1.3% | $5,850-10.0% |
| Admin fee / account holder | $1,155 | $17,109-93.2% | $13,954-91.7% | $11,596-90.0% |