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 | $274,471 | $171,865+59.7% | $149,718+83.3% | $147,584+86.0% |
| Participation rate | 95.0% | 88.2%+6.8pp | 87.1%+7.9pp | 82.8%+12.2pp |
| Annual return | 11.55% | 2113.22%-2101.7pp | 1501.63%-1490.1pp | 578.55%-567.0pp |
| Employer contribution / active EE | $5,250 | $6,275-16.3% | $5,445-3.6% | $4,876+7.7% |
| Participant deferral / active EE | $5,212 | $7,271-28.3% | $6,569-20.7% | $5,439-4.2% |
| Admin fee / account holder | $13,723 | $13,799-0.6% | $11,283+21.6% | $10,885+26.1% |