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 | $643,103 | $159,901+302.2% | $146,958+337.6% | $145,922+340.7% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.3pp | 80.3%+1.5pp |
| Annual return | 16.43% | 98.13%-81.7pp | 418.34%-401.9pp | 561.29%-544.9pp |
| Employer contribution / active EE | $3,666 | $5,286-30.7% | $4,933-25.7% | $4,660-21.3% |
| Participant deferral / active EE | $14,050 | $8,428+66.7% | $8,070+74.1% | $6,688+110.1% |
| Admin fee / account holder | $190,147 | $15,044+1164.0% | $12,998+1362.9% | $13,397+1319.3% |