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 | $274,698 | $159,901+71.8% | $146,958+86.9% | $145,922+88.3% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 10.45% | 98.13%-87.7pp | 418.34%-407.9pp | 561.29%-550.8pp |
| Employer contribution / active EE | $10,907 | $5,286+106.3% | $4,933+121.1% | $4,660+134.1% |
| Participant deferral / active EE | $12,184 | $8,428+44.6% | $8,070+51.0% | $6,688+82.2% |
| Admin fee / account holder | $73,560 | $15,044+389.0% | $12,998+465.9% | $13,397+449.1% |