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 | $275,663 | $209,832+31.4% | $189,513+45.5% | $167,490+64.6% |
| Participation rate | 77.8% | 88.7%-10.9pp | 87.8%-10.0pp | 82.1%-4.3pp |
| Annual return | 10.11% | 748.27%-738.2pp | 555.15%-545.0pp | 478.56%-468.4pp |
| Employer contribution / active EE | $3,665 | $6,914-47.0% | $6,162-40.5% | $4,837-24.2% |
| Participant deferral / active EE | $13,514 | $8,935+51.2% | $8,221+64.4% | $6,341+113.1% |
| Admin fee / account holder | $54,560 | $14,293+281.7% | $12,045+353.0% | $12,309+343.3% |