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 | $323,853 | $171,865+88.4% | $149,718+116.3% | $147,584+119.4% |
| Participation rate | 93.8% | 88.2%+5.6pp | 87.1%+6.7pp | 82.8%+10.9pp |
| Annual return | 13.42% | 2113.22%-2099.8pp | 1501.63%-1488.2pp | 578.55%-565.1pp |
| Employer contribution / active EE | $5,652 | $6,275-9.9% | $5,445+3.8% | $4,876+15.9% |
| Participant deferral / active EE | $14,305 | $7,271+96.7% | $6,569+117.8% | $5,439+163.0% |
| Admin fee / account holder | $2,489 | $13,799-82.0% | $11,283-77.9% | $10,885-77.1% |