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 | $259,328 | $202,318+28.2% | $172,739+50.1% | $152,861+69.6% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.4%+3.3pp |
| Annual return | 19.93% | 1029.65%-1009.7pp | 802.84%-782.9pp | 345.32%-325.4pp |
| Employer contribution / active EE | $3,151 | $5,856-46.2% | $5,143-38.7% | $4,762-33.8% |
| Participant deferral / active EE | $4,787 | $5,948-19.5% | $5,198-7.9% | $5,850-18.2% |
| Admin fee / account holder | $8,974 | $17,109-47.6% | $13,954-35.7% | $11,596-22.6% |