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 | $340,282 | $176,056+93.3% | $159,436+113.4% | $167,490+103.2% |
| Participation rate | 90.0% | 84.9%+5.1pp | 82.8%+7.2pp | 82.1%+7.9pp |
| Annual return | 17.88% | 331.75%-313.9pp | 263.57%-245.7pp | 478.56%-460.7pp |
| Employer contribution / active EE | $5,548 | $5,297+4.7% | $4,829+14.9% | $4,837+14.7% |
| Participant deferral / active EE | $12,219 | $7,750+57.7% | $7,352+66.2% | $6,341+92.7% |
| Admin fee / account holder | $622 | $12,554-95.0% | $10,799-94.2% | $12,309-94.9% |