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 | $460,509 | $159,934+187.9% | $147,005+213.3% | $145,959+215.5% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 13.11% | 98.24%-85.1pp | 418.76%-405.7pp | 561.95%-548.8pp |
| Employer contribution / active EE | $4,144 | $5,287-21.6% | $4,934-16.0% | $4,661-11.1% |
| Participant deferral / active EE | $12,691 | $8,427+50.6% | $8,070+57.3% | $6,689+89.7% |
| Admin fee / account holder | $138,765 | $15,053+821.8% | $13,006+966.9% | $13,398+935.7% |