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 | $370,197 | $159,901+131.5% | $146,958+151.9% | $145,922+153.7% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 11.21% | 98.13%-86.9pp | 418.34%-407.1pp | 561.29%-550.1pp |
| Employer contribution / active EE | $1,781 | $5,286-66.3% | $4,933-63.9% | $4,660-61.8% |
| Participant deferral / active EE | $17,806 | $8,428+111.3% | $8,070+120.6% | $6,688+166.3% |
| Admin fee / account holder | $10,206 | $15,044-32.2% | $12,998-21.5% | $13,397-23.8% |