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 | $362,780 | $138,044+162.8% | $125,339+189.4% | $134,475+169.8% |
| Participation rate | 90.5% | 84.5%+6.0pp | 82.4%+8.1pp | 81.2%+9.3pp |
| Annual return | 7.59% | 750.33%-742.7pp | 572.05%-564.5pp | 417.96%-410.4pp |
| Employer contribution / active EE | $14,286 | $5,243+172.5% | $4,814+196.8% | $4,740+201.4% |
| Participant deferral / active EE | $5,078 | $7,799-34.9% | $7,446-31.8% | $6,400-20.7% |
| Admin fee / account holder | $5,259 | $11,571-54.5% | $10,010-47.5% | $11,426-54.0% |