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 | $289,968 | $159,901+81.3% | $146,958+97.3% | $145,922+98.7% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 12.46% | 98.13%-85.7pp | 418.34%-405.9pp | 561.29%-548.8pp |
| Employer contribution / active EE | $10,068 | $5,286+90.5% | $4,933+104.1% | $4,660+116.1% |
| Participant deferral / active EE | $7,566 | $8,428-10.2% | $8,070-6.2% | $6,688+13.1% |
| Admin fee / account holder | $1,765 | $15,044-88.3% | $12,998-86.4% | $13,397-86.8% |