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 | $330,513 | $209,832+57.5% | $189,513+74.4% | $167,490+97.3% |
| Participation rate | 90.0% | 88.7%+1.3pp | 87.8%+2.2pp | 82.1%+7.9pp |
| Annual return | 19.33% | 748.27%-728.9pp | 555.15%-535.8pp | 478.56%-459.2pp |
| Employer contribution / active EE | $5,125 | $6,914-25.9% | $6,162-16.8% | $4,837+5.9% |
| Participant deferral / active EE | $7,392 | $8,935-17.3% | $8,221-10.1% | $6,341+16.6% |
| Admin fee / account holder | $39,905 | $14,293+179.2% | $12,045+231.3% | $12,309+224.2% |