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 | $369,376 | $159,901+131.0% | $146,958+151.3% | $145,922+153.1% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 11.71% | 98.13%-86.4pp | 418.34%-406.6pp | 561.29%-549.6pp |
| Employer contribution / active EE | $10,603 | $5,286+100.6% | $4,933+115.0% | $4,660+127.6% |
| Participant deferral / active EE | $11,261 | $8,428+33.6% | $8,070+39.5% | $6,688+68.4% |
| Admin fee / account holder | $27,678 | $15,044+84.0% | $12,998+112.9% | $13,397+106.6% |