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 | $338,427 | $202,318+67.3% | $172,739+95.9% | $152,861+121.4% |
| Participation rate | 87.5% | 87.1%+0.4pp | 82.6%+4.9pp | 82.4%+5.1pp |
| Annual return | 17.49% | 1029.65%-1012.2pp | 802.84%-785.3pp | 345.32%-327.8pp |
| Employer contribution / active EE | $1,373 | $5,856-76.6% | $5,143-73.3% | $4,762-71.2% |
| Participant deferral / active EE | $4,178 | $5,948-29.8% | $5,198-19.6% | $5,850-28.6% |
| Admin fee / account holder | $1,990 | $17,109-88.4% | $13,954-85.7% | $11,596-82.8% |