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 | $268,462 | $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 | 18.94% | 1029.65%-1010.7pp | 802.84%-783.9pp | 345.32%-326.4pp |
| Employer contribution / active EE | $3,678 | $5,856-37.2% | $5,143-28.5% | $4,762-22.8% |
| Participant deferral / active EE | $10,593 | $5,948+78.1% | $5,198+103.8% | $5,850+81.1% |
| Admin fee / account holder | $19,480 | $17,109+13.9% | $13,954+39.6% | $11,596+68.0% |