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 | $436,151 | $217,402+100.6% | $185,823+134.7% | $167,490+160.4% |
| Participation rate | 93.3% | 86.0%+7.3pp | 81.7%+11.6pp | 82.1%+11.2pp |
| Annual return | 16.57% | 148.36%-131.8pp | 122.05%-105.5pp | 478.56%-462.0pp |
| Employer contribution / active EE | $5,866 | $5,873-0.1% | $5,167+13.5% | $4,837+21.3% |
| Participant deferral / active EE | $5,920 | $6,356-6.9% | $5,568+6.3% | $6,341-6.6% |
| Admin fee / account holder | $59,481 | $19,811+200.2% | $16,237+266.3% | $12,309+383.2% |