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 | $446,791 | $175,202+155.0% | $149,673+198.5% | $139,434+220.4% |
| Participation rate | 88.9% | 83.4%+5.5pp | 78.8%+10.1pp | 80.3%+8.6pp |
| Annual return | 19.47% | 166.71%-147.2pp | 134.42%-114.9pp | 372.94%-353.5pp |
| Employer contribution / active EE | $5,858 | $5,474+7.0% | $4,818+21.6% | $4,751+23.3% |
| Participant deferral / active EE | $5,320 | $6,519-18.4% | $5,680-6.3% | $6,710-20.7% |
| Admin fee / account holder | $31,208 | $16,150+93.2% | $13,210+136.2% | $11,403+173.7% |