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 | $333,605 | $171,865+94.1% | $149,718+122.8% | $147,584+126.0% |
| Participation rate | 90.0% | 88.2%+1.8pp | 87.1%+2.9pp | 82.8%+7.2pp |
| Annual return | 21.11% | 2113.22%-2092.1pp | 1501.63%-1480.5pp | 578.55%-557.4pp |
| Employer contribution / active EE | $2,569 | $6,275-59.1% | $5,445-52.8% | $4,876-47.3% |
| Participant deferral / active EE | $5,767 | $7,271-20.7% | $6,569-12.2% | $5,439+6.0% |
| Admin fee / account holder | $13,903 | $13,799+0.7% | $11,283+23.2% | $10,885+27.7% |