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 | $305,341 | $176,056+73.4% | $159,436+91.5% | $167,490+82.3% |
| Participation rate | 94.4% | 84.9%+9.5pp | 82.8%+11.6pp | 82.1%+12.3pp |
| Annual return | 12.12% | 331.75%-319.6pp | 263.57%-251.4pp | 478.56%-466.4pp |
| Employer contribution / active EE | $5,074 | $5,297-4.2% | $4,829+5.1% | $4,837+4.9% |
| Participant deferral / active EE | $6,706 | $7,750-13.5% | $7,352-8.8% | $6,341+5.7% |
| Admin fee / account holder | $701 | $12,554-94.4% | $10,799-93.5% | $12,309-94.3% |