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 | $262,352 | $202,318+29.7% | $172,739+51.9% | $152,861+71.6% |
| Participation rate | 81.3% | 87.1%-5.8pp | 82.6%-1.4pp | 82.4%-1.2pp |
| Annual return | 122.66% | 1029.65%-907.0pp | 802.84%-680.2pp | 345.32%-222.7pp |
| Employer contribution / active EE | $4,599 | $5,856-21.5% | $5,143-10.6% | $4,762-3.4% |
| Participant deferral / active EE | $4,171 | $5,948-29.9% | $5,198-19.8% | $5,850-28.7% |
| Admin fee / account holder | $2,894 | $17,109-83.1% | $13,954-79.3% | $11,596-75.0% |