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 | $545,799 | $159,901+241.3% | $146,958+271.4% | $145,922+274.0% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 16.86% | 98.13%-81.3pp | 418.34%-401.5pp | 561.29%-544.4pp |
| Employer contribution / active EE | $8,868 | $5,286+67.8% | $4,933+79.8% | $4,660+90.3% |
| Participant deferral / active EE | $11,277 | $8,428+33.8% | $8,070+39.7% | $6,688+68.6% |
| Admin fee / account holder | $25,733 | $15,044+71.1% | $12,998+98.0% | $13,397+92.1% |