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 | $351,646 | $159,901+119.9% | $146,958+139.3% | $145,922+141.0% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.1pp |
| Annual return | 14.64% | 98.13%-83.5pp | 418.34%-403.7pp | 561.29%-546.6pp |
| Employer contribution / active EE | $2,240 | $5,286-57.6% | $4,933-54.6% | $4,660-51.9% |
| Participant deferral / active EE | $5,484 | $8,428-34.9% | $8,070-32.0% | $6,688-18.0% |
| Admin fee / account holder | $13,046 | $15,044-13.3% | $12,998+0.4% | $13,397-2.6% |