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 | $356,173 | $202,318+76.0% | $172,739+106.2% | $152,861+133.0% |
| Participation rate | 89.5% | 87.1%+2.4pp | 82.6%+6.8pp | 82.4%+7.0pp |
| Annual return | 20.87% | 1029.65%-1008.8pp | 802.84%-782.0pp | 345.32%-324.4pp |
| Employer contribution / active EE | $6,815 | $5,856+16.4% | $5,143+32.5% | $4,762+43.1% |
| Participant deferral / active EE | $3,241 | $5,948-45.5% | $5,198-37.6% | $5,850-44.6% |
| Admin fee / account holder | $4,205 | $17,109-75.4% | $13,954-69.9% | $11,596-63.7% |