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 | $400,755 | $157,256+154.8% | $141,162+183.9% | $152,861+162.2% |
| Participation rate | 90.0% | 84.8%+5.2pp | 82.5%+7.5pp | 82.4%+7.6pp |
| Annual return | 16.55% | 64.32%-47.8pp | 71.39%-54.8pp | 345.32%-328.8pp |
| Employer contribution / active EE | $14,431 | $5,261+174.3% | $4,735+204.8% | $4,762+203.0% |
| Participant deferral / active EE | $11,467 | $7,109+61.3% | $6,709+70.9% | $5,850+96.0% |
| Admin fee / account holder | $6,707 | $12,120-44.7% | $10,261-34.6% | $11,596-42.2% |