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 | $273,514 | $150,440+81.8% | $136,294+100.7% | $147,584+85.3% |
| Participation rate | 81.3% | 84.4%-3.2pp | 81.9%-0.7pp | 82.8%-1.6pp |
| Annual return | 18.79% | 1049.08%-1030.3pp | 5155.94%-5137.1pp | 578.55%-559.8pp |
| Employer contribution / active EE | $5,343 | $5,256+1.7% | $4,695+13.8% | $4,876+9.6% |
| Participant deferral / active EE | $13,553 | $6,630+104.4% | $6,247+116.9% | $5,439+149.2% |
| Admin fee / account holder | $26,302 | $10,905+141.2% | $9,243+184.5% | $10,885+141.6% |