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 | $336,007 | $202,318+66.1% | $172,739+94.5% | $152,861+119.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 13.55% | 1029.65%-1016.1pp | 802.84%-789.3pp | 345.32%-331.8pp |
| Employer contribution / active EE | $1,988 | $5,856-66.1% | $5,143-61.3% | $4,762-58.3% |
| Participant deferral / active EE | $2,194 | $5,948-63.1% | $5,198-57.8% | $5,850-62.5% |
| Admin fee / account holder | $8,666 | $17,109-49.3% | $13,954-37.9% | $11,596-25.3% |