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 | $298,735 | $159,901+86.8% | $146,958+103.3% | $145,922+104.7% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 15.65% | 98.13%-82.5pp | 418.34%-402.7pp | 561.29%-545.6pp |
| Employer contribution / active EE | $18,119 | $5,286+242.8% | $4,933+267.3% | $4,660+288.9% |
| Participant deferral / active EE | $15,684 | $8,428+86.1% | $8,070+94.3% | $6,688+134.5% |
| Admin fee / account holder | $7,502 | $15,044-50.1% | $12,998-42.3% | $13,397-44.0% |