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 | $279,746 | $202,318+38.3% | $172,739+61.9% | $152,861+83.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.19% | 1029.65%-1011.5pp | 802.84%-784.6pp | 345.32%-327.1pp |
| Employer contribution / active EE | $2,434 | $5,856-58.4% | $5,143-52.7% | $4,762-48.9% |
| Participant deferral / active EE | $3,418 | $5,948-42.5% | $5,198-34.2% | $5,850-41.6% |
| Admin fee / account holder | $1,087 | $17,109-93.6% | $13,954-92.2% | $11,596-90.6% |