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 | $323,340 | $102,604+215.1% | $86,188+275.2% | $139,434+131.9% |
| Participation rate | 87.5% | 74.5%+13.0pp | 69.0%+18.5pp | 80.3%+7.2pp |
| Annual return | 22.20% | 1922.51%-1900.3pp | 1168.45%-1146.2pp | 372.94%-350.7pp |
| Employer contribution / active EE | $2,827 | $3,032-6.8% | $2,380+18.8% | $4,751-40.5% |
| Participant deferral / active EE | $2,967 | $4,676-36.5% | $3,985-25.5% | $6,710-55.8% |
| Admin fee / account holder | $563 | $8,657-93.5% | $6,852-91.8% | $11,403-95.1% |