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 | $441,697 | $180,749+144.4% | $160,784+174.7% | $137,256+221.8% |
| Participation rate | 88.9% | 80.0%+8.9pp | 77.0%+11.9pp | 80.0%+8.9pp |
| Annual return | 13.29% | 2234.46%-2221.2pp | 1803.92%-1790.6pp | 220.34%-207.1pp |
| Employer contribution / active EE | $5,755 | $4,155+38.5% | $3,733+54.2% | $4,156+38.5% |
| Participant deferral / active EE | $5,421 | $6,844-20.8% | $6,293-13.8% | $6,407-15.4% |
| Admin fee / account holder | $33,405 | $10,397+221.3% | $9,717+243.8% | $12,270+172.2% |