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 | $251,032 | $202,318+24.1% | $172,739+45.3% | $152,861+64.2% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 28.08% | 1029.65%-1001.6pp | 802.84%-774.8pp | 345.32%-317.2pp |
| Employer contribution / active EE | $1,256 | $5,856-78.6% | $5,143-75.6% | $4,762-73.6% |
| Participant deferral / active EE | $4,738 | $5,948-20.3% | $5,198-8.8% | $5,850-19.0% |
| Admin fee / account holder | $2,184 | $17,109-87.2% | $13,954-84.3% | $11,596-81.2% |