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 | $396,900 | $102,317+287.9% | $146,958+170.1% | $80,856+390.9% |
| Participation rate | 86.2% | 75.8%+10.4pp | 82.2%+4.1pp | 67.6%+18.6pp |
| Annual return | 90.36% | 134.76%-44.4pp | 418.34%-328.0pp | 35.59%+54.8pp |
| Employer contribution / active EE | $2,661 | $3,713-28.3% | $4,933-46.1% | $2,755-3.4% |
| Participant deferral / active EE | $8,357 | $6,644+25.8% | $8,070+3.6% | $4,296+94.5% |
| Admin fee / account holder | $3,112 | $7,941-60.8% | $12,998-76.1% | $6,918-55.0% |