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 | $393,290 | $183,519+114.3% | $155,509+152.9% | $145,922+169.5% |
| Participation rate | 94.7% | 82.7%+12.1pp | 78.2%+16.6pp | 80.3%+14.5pp |
| Annual return | 10.34% | 61.17%-50.8pp | 64.67%-54.3pp | 561.29%-550.9pp |
| Employer contribution / active EE | $18,430 | $5,313+246.9% | $4,672+294.4% | $4,660+295.5% |
| Participant deferral / active EE | $11,440 | $6,462+77.0% | $5,626+103.3% | $6,688+71.1% |
| Admin fee / account holder | $8,873 | $19,313-54.1% | $15,912-44.2% | $13,397-33.8% |