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 | $308,036 | $202,318+52.3% | $172,739+78.3% | $152,861+101.5% |
| Participation rate | 88.9% | 87.1%+1.8pp | 82.6%+6.2pp | 82.4%+6.4pp |
| Annual return | 23.84% | 1029.65%-1005.8pp | 802.84%-779.0pp | 345.32%-321.5pp |
| Employer contribution / active EE | $2,926 | $5,856-50.0% | $5,143-43.1% | $4,762-38.6% |
| Participant deferral / active EE | $7,214 | $5,948+21.3% | $5,198+38.8% | $5,850+23.3% |
| Admin fee / account holder | $2,111 | $17,109-87.7% | $13,954-84.9% | $11,596-81.8% |