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 | $334,647 | $150,440+122.4% | $136,294+145.5% | $147,584+126.8% |
| Participation rate | 82.4% | 84.4%-2.1pp | 81.9%+0.4pp | 82.8%-0.5pp |
| Annual return | 11.13% | 1049.08%-1038.0pp | 5155.94%-5144.8pp | 578.55%-567.4pp |
| Employer contribution / active EE | $5,990 | $5,256+14.0% | $4,695+27.6% | $4,876+22.8% |
| Participant deferral / active EE | $3,492 | $6,630-47.3% | $6,247-44.1% | $5,439-35.8% |
| Admin fee / account holder | $421 | $10,905-96.1% | $9,243-95.4% | $10,885-96.1% |