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 | $294,811 | $202,318+45.7% | $172,739+70.7% | $152,861+92.9% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 18.90% | 1029.65%-1010.8pp | 802.84%-783.9pp | 345.32%-326.4pp |
| Employer contribution / active EE | $5,298 | $5,856-9.5% | $5,143+3.0% | $4,762+11.3% |
| Participant deferral / active EE | $3,317 | $5,948-44.2% | $5,198-36.2% | $5,850-43.3% |
| Admin fee / account holder | $2,598 | $17,109-84.8% | $13,954-81.4% | $11,596-77.6% |