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 | $281,279 | $159,901+75.9% | $146,958+91.4% | $145,922+92.8% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.5pp |
| Annual return | 17.24% | 98.13%-80.9pp | 418.34%-401.1pp | 561.29%-544.0pp |
| Employer contribution / active EE | $11,298 | $5,286+113.7% | $4,933+129.0% | $4,660+142.5% |
| Participant deferral / active EE | $15,631 | $8,428+85.5% | $8,070+93.7% | $6,688+133.7% |
| Admin fee / account holder | $1,758 | $15,044-88.3% | $12,998-86.5% | $13,397-86.9% |