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 | $370,307 | $159,901+131.6% | $146,958+152.0% | $145,922+153.8% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 17.02% | 98.13%-81.1pp | 418.34%-401.3pp | 561.29%-544.3pp |
| Employer contribution / active EE | $9,795 | $5,286+85.3% | $4,933+98.6% | $4,660+110.2% |
| Participant deferral / active EE | $7,859 | $8,428-6.8% | $8,070-2.6% | $6,688+17.5% |
| Admin fee / account holder | $12,182 | $15,044-19.0% | $12,998-6.3% | $13,397-9.1% |