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 | $251,629 | $202,318+24.4% | $172,739+45.7% | $152,861+64.6% |
| Participation rate | 94.7% | 87.1%+7.7pp | 82.6%+12.1pp | 82.4%+12.3pp |
| Annual return | 12.63% | 1029.65%-1017.0pp | 802.84%-790.2pp | 345.32%-332.7pp |
| Employer contribution / active EE | $13,230 | $5,856+125.9% | $5,143+157.3% | $4,762+177.8% |
| Participant deferral / active EE | $10,137 | $5,948+70.4% | $5,198+95.0% | $5,850+73.3% |
| Admin fee / account holder | $29,341 | $17,109+71.5% | $13,954+110.3% | $11,596+153.0% |