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 | $655,314 | $159,901+309.8% | $146,958+345.9% | $145,922+349.1% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 13.14% | 98.13%-85.0pp | 418.34%-405.2pp | 561.29%-548.1pp |
| Employer contribution / active EE | $4,183 | $5,286-20.9% | $4,933-15.2% | $4,660-10.2% |
| Participant deferral / active EE | $13,394 | $8,428+58.9% | $8,070+66.0% | $6,688+100.3% |
| Admin fee / account holder | $2,122 | $15,044-85.9% | $12,998-83.7% | $13,397-84.2% |