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 | $259,902 | $159,901+62.5% | $146,958+76.9% | $145,922+78.1% |
| Participation rate | 95.5% | 84.0%+11.5pp | 82.2%+13.3pp | 80.3%+15.2pp |
| Annual return | 19.08% | 98.13%-79.1pp | 418.34%-399.3pp | 561.29%-542.2pp |
| Employer contribution / active EE | $12,328 | $5,286+133.2% | $4,933+149.9% | $4,660+164.6% |
| Participant deferral / active EE | $13,471 | $8,428+59.8% | $8,070+66.9% | $6,688+101.4% |
| Admin fee / account holder | $3,381 | $15,044-77.5% | $12,998-74.0% | $13,397-74.8% |