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 | $320,409 | $159,901+100.4% | $146,958+118.0% | $145,922+119.6% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 11.02% | 98.13%-87.1pp | 418.34%-407.3pp | 561.29%-550.3pp |
| Employer contribution / active EE | $13,726 | $5,286+159.7% | $4,933+178.3% | $4,660+194.6% |
| Participant deferral / active EE | $16,549 | $8,428+96.4% | $8,070+105.1% | $6,688+147.5% |
| Admin fee / account holder | $4,507 | $15,044-70.0% | $12,998-65.3% | $13,397-66.4% |