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 | $473,294 | $159,901+196.0% | $146,958+222.1% | $145,922+224.3% |
| Participation rate | 85.7% | 84.0%+1.7pp | 82.2%+3.6pp | 80.3%+5.4pp |
| Annual return | 14.94% | 98.13%-83.2pp | 418.34%-403.4pp | 561.29%-546.3pp |
| Employer contribution / active EE | $2,218 | $5,286-58.0% | $4,933-55.0% | $4,660-52.4% |
| Participant deferral / active EE | $5,202 | $8,428-38.3% | $8,070-35.5% | $6,688-22.2% |
| Admin fee / account holder | $29,578 | $15,044+96.6% | $12,998+127.6% | $13,397+120.8% |