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 | $316,766 | $202,318+56.6% | $172,739+83.4% | $152,861+107.2% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 22.25% | 1029.65%-1007.4pp | 802.84%-780.6pp | 345.32%-323.1pp |
| Employer contribution / active EE | $13,198 | $5,856+125.4% | $5,143+156.6% | $4,762+177.1% |
| Participant deferral / active EE | $8,135 | $5,948+36.8% | $5,198+56.5% | $5,850+39.1% |
| Admin fee / account holder | $583 | $17,109-96.6% | $13,954-95.8% | $11,596-95.0% |