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 | $656,994 | $159,901+310.9% | $146,958+347.1% | $145,922+350.2% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 20.92% | 98.13%-77.2pp | 418.34%-397.4pp | 561.29%-540.4pp |
| Employer contribution / active EE | $5,854 | $5,286+10.7% | $4,933+18.7% | $4,660+25.6% |
| Participant deferral / active EE | $16,795 | $8,428+99.3% | $8,070+108.1% | $6,688+151.1% |
| Admin fee / account holder | $32,219 | $15,044+114.2% | $12,998+147.9% | $13,397+140.5% |