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 | $731,405 | $150,440+386.2% | $136,294+436.6% | $147,584+395.6% |
| Participation rate | 81.3% | 84.4%-3.2pp | 81.9%-0.7pp | 82.8%-1.6pp |
| Annual return | 13.01% | 1049.08%-1036.1pp | 5155.94%-5142.9pp | 578.55%-565.5pp |
| Employer contribution / active EE | $2,542 | $5,256-51.6% | $4,695-45.9% | $4,876-47.9% |
| Participant deferral / active EE | $5,706 | $6,630-13.9% | $6,247-8.7% | $5,439+4.9% |
| Admin fee / account holder | $14,294 | $10,905+31.1% | $9,243+54.6% | $10,885+31.3% |