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 9-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 | $311,167 | $169,032+84.1% | $129,207+140.8% | $145,922+113.2% |
| Participation rate | 85.7% | 76.4%+9.3pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 9.60% | 14330.11%-14320.5pp | 9417.33%-9407.7pp | 561.29%-551.7pp |
| Employer contribution / active EE | $25,383 | $5,537+358.5% | $4,153+511.2% | $4,660+444.7% |
| Participant deferral / active EE | $4,683 | $4,987-6.1% | $4,168+12.4% | $6,688-30.0% |
| Admin fee / account holder | $2,553 | $9,954-74.4% | $7,715-66.9% | $13,397-80.9% |