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 | $326,019 | $159,901+103.9% | $146,958+121.8% | $145,922+123.4% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 18.99% | 98.13%-79.1pp | 418.34%-399.4pp | 561.29%-542.3pp |
| Employer contribution / active EE | $20,174 | $5,286+281.6% | $4,933+309.0% | $4,660+333.0% |
| Participant deferral / active EE | $13,267 | $8,428+57.4% | $8,070+64.4% | $6,688+98.4% |
| Admin fee / account holder | $2,814 | $15,044-81.3% | $12,998-78.3% | $13,397-79.0% |