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 | $416,308 | $159,901+160.4% | $146,958+183.3% | $145,922+185.3% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.8pp | 80.3%+10.6pp |
| Annual return | 18.28% | 98.13%-79.8pp | 418.34%-400.1pp | 561.29%-543.0pp |
| Employer contribution / active EE | $6,380 | $5,286+20.7% | $4,933+29.3% | $4,660+36.9% |
| Participant deferral / active EE | $11,555 | $8,428+37.1% | $8,070+43.2% | $6,688+72.8% |
| Admin fee / account holder | $90,448 | $15,044+501.2% | $12,998+595.9% | $13,397+575.1% |