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 | $488,137 | $209,411+133.1% | $178,490+173.5% | $158,922+207.2% |
| Participation rate | 84.6% | 86.3%-1.7pp | 81.9%+2.7pp | 82.0%+2.7pp |
| Annual return | 20.94% | 188.75%-167.8pp | 151.07%-130.1pp | 302.83%-281.9pp |
| Employer contribution / active EE | $3,631 | $5,706-36.4% | $5,011-27.5% | $4,761-23.7% |
| Participant deferral / active EE | $8,234 | $5,954+38.3% | $5,202+58.3% | $5,982+37.6% |
| Admin fee / account holder | $32,487 | $17,074+90.3% | $13,984+132.3% | $11,246+188.9% |