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 | $315,181 | $183,963+71.3% | $162,163+94.4% | $152,861+106.2% |
| Participation rate | 95.2% | 88.5%+6.7pp | 87.6%+7.7pp | 82.4%+12.8pp |
| Annual return | 20.65% | 150.76%-130.1pp | 115.59%-94.9pp | 345.32%-324.7pp |
| Employer contribution / active EE | $1,568 | $6,371-75.4% | $5,614-72.1% | $4,762-67.1% |
| Participant deferral / active EE | $4,630 | $8,034-42.4% | $7,298-36.6% | $5,850-20.9% |
| Admin fee / account holder | $18,590 | $13,121+41.7% | $10,843+71.5% | $11,596+60.3% |