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 | $318,063 | $202,318+57.2% | $172,739+84.1% | $152,861+108.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 26.10% | 1029.65%-1003.6pp | 802.84%-776.7pp | 345.32%-319.2pp |
| Employer contribution / active EE | $6,813 | $5,856+16.3% | $5,143+32.5% | $4,762+43.1% |
| Participant deferral / active EE | $4,121 | $5,948-30.7% | $5,198-20.7% | $5,850-29.6% |
| Admin fee / account holder | $1,164 | $17,109-93.2% | $13,954-91.7% | $11,596-90.0% |