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 7-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 | $268,410 | $202,318+32.7% | $172,739+55.4% | $152,861+75.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 18.14% | 1029.65%-1011.5pp | 802.84%-784.7pp | 345.32%-327.2pp |
| Employer contribution / active EE | $3,827 | $5,856-34.6% | $5,143-25.6% | $4,762-19.6% |
| Participant deferral / active EE | $8,040 | $5,948+35.2% | $5,198+54.7% | $5,850+37.4% |
| Admin fee / account holder | $2,080 | $17,109-87.8% | $13,954-85.1% | $11,596-82.1% |