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 | $343,068 | $202,318+69.6% | $172,739+98.6% | $152,861+124.4% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 12.53% | 1029.65%-1017.1pp | 802.84%-790.3pp | 345.32%-332.8pp |
| Employer contribution / active EE | $1,425 | $5,856-75.7% | $5,143-72.3% | $4,762-70.1% |
| Participant deferral / active EE | $7,538 | $5,948+26.7% | $5,198+45.0% | $5,850+28.8% |
| Admin fee / account holder | $23,043 | $17,109+34.7% | $13,954+65.1% | $11,596+98.7% |