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 | $429,120 | $210,648+103.7% | $177,989+141.1% | $145,922+194.1% |
| Participation rate | 78.3% | 80.8%-2.5pp | 77.1%+1.2pp | 80.3%-2.0pp |
| Annual return | 17.78% | 385.86%-368.1pp | 294.48%-276.7pp | 561.29%-543.5pp |
| Employer contribution / active EE | $1,178 | $4,565-74.2% | $3,949-70.2% | $4,660-74.7% |
| Participant deferral / active EE | $12,717 | $6,958+82.8% | $6,276+102.6% | $6,688+90.2% |
| Admin fee / account holder | $23,104 | $12,013+92.3% | $10,363+122.9% | $13,397+72.5% |