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 | $353,299 | $202,318+74.6% | $172,739+104.5% | $152,861+131.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 28.29% | 1029.65%-1001.4pp | 802.84%-774.6pp | 345.32%-317.0pp |
| Employer contribution / active EE | $3,333 | $5,856-43.1% | $5,143-35.2% | $4,762-30.0% |
| Participant deferral / active EE | $4,444 | $5,948-25.3% | $5,198-14.5% | $5,850-24.0% |
| Admin fee / account holder | $15,903 | $17,109-7.0% | $13,954+14.0% | $11,596+37.1% |