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 | $366,791 | $202,318+81.3% | $172,739+112.3% | $152,861+140.0% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 19.92% | 1029.65%-1009.7pp | 802.84%-782.9pp | 345.32%-325.4pp |
| Employer contribution / active EE | $9,750 | $5,856+66.5% | $5,143+89.6% | $4,762+104.7% |
| Participant deferral / active EE | $15,750 | $5,948+164.8% | $5,198+203.0% | $5,850+169.2% |
| Admin fee / account holder | $60,394 | $17,109+253.0% | $13,954+332.8% | $11,596+420.8% |