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 | $270,009 | $169,032+59.7% | $129,207+109.0% | $145,922+85.0% |
| Participation rate | 92.3% | 76.4%+15.9pp | 69.6%+22.7pp | 80.3%+12.0pp |
| Annual return | 12.42% | 14330.11%-14317.7pp | 9417.33%-9404.9pp | 561.29%-548.9pp |
| Employer contribution / active EE | $3,966 | $5,537-28.4% | $4,153-4.5% | $4,660-14.9% |
| Participant deferral / active EE | $5,292 | $4,987+6.1% | $4,168+27.0% | $6,688-20.9% |
| Admin fee / account holder | $1,325 | $9,954-86.7% | $7,715-82.8% | $13,397-90.1% |