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 | $374,089 | $202,318+84.9% | $172,739+116.6% | $152,861+144.7% |
| Participation rate | 92.9% | 87.1%+5.8pp | 82.6%+10.2pp | 82.4%+10.4pp |
| Annual return | 26.06% | 1029.65%-1003.6pp | 802.84%-776.8pp | 345.32%-319.3pp |
| Employer contribution / active EE | $3,383 | $5,856-42.2% | $5,143-34.2% | $4,762-29.0% |
| Participant deferral / active EE | $7,810 | $5,948+31.3% | $5,198+50.3% | $5,850+33.5% |
| Admin fee / account holder | $2,883 | $17,109-83.1% | $13,954-79.3% | $11,596-75.1% |