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 | $445,384 | $202,318+120.1% | $172,739+157.8% | $152,861+191.4% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.4%+0.9pp |
| Annual return | 13.54% | 1029.65%-1016.1pp | 802.84%-789.3pp | 345.32%-331.8pp |
| Employer contribution / active EE | $8,529 | $5,856+45.7% | $5,143+65.8% | $4,762+79.1% |
| Participant deferral / active EE | $9,316 | $5,948+56.6% | $5,198+79.2% | $5,850+59.2% |
| Admin fee / account holder | $3,848 | $17,109-77.5% | $13,954-72.4% | $11,596-66.8% |