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 | $275,271 | $159,901+72.2% | $146,958+87.3% | $145,922+88.6% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.6pp |
| Annual return | 12.95% | 98.13%-85.2pp | 418.34%-405.4pp | 561.29%-548.3pp |
| Employer contribution / active EE | $6,294 | $5,286+19.1% | $4,933+27.6% | $4,660+35.1% |
| Participant deferral / active EE | $14,649 | $8,428+73.8% | $8,070+81.5% | $6,688+119.0% |
| Admin fee / account holder | $17,504 | $15,044+16.4% | $12,998+34.7% | $13,397+30.7% |