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 | $446,934 | $202,318+120.9% | $172,739+158.7% | $152,861+192.4% |
| Participation rate | 94.1% | 87.1%+7.1pp | 82.6%+11.5pp | 82.4%+11.7pp |
| Annual return | 18.63% | 1029.65%-1011.0pp | 802.84%-784.2pp | 345.32%-326.7pp |
| Employer contribution / active EE | $5,296 | $5,856-9.6% | $5,143+3.0% | $4,762+11.2% |
| Participant deferral / active EE | $4,394 | $5,948-26.1% | $5,198-15.5% | $5,850-24.9% |
| Admin fee / account holder | $15,907 | $17,109-7.0% | $13,954+14.0% | $11,596+37.2% |