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 | $442,433 | $183,519+141.1% | $155,509+184.5% | $145,922+203.2% |
| Participation rate | 90.9% | 82.7%+8.2pp | 78.2%+12.7pp | 80.3%+10.6pp |
| Annual return | 13.63% | 61.17%-47.5pp | 64.67%-51.0pp | 561.29%-547.7pp |
| Employer contribution / active EE | $13,254 | $5,313+149.5% | $4,672+183.7% | $4,660+184.4% |
| Participant deferral / active EE | $10,804 | $6,462+67.2% | $5,626+92.0% | $6,688+61.6% |
| Admin fee / account holder | $18,311 | $19,313-5.2% | $15,912+15.1% | $13,397+36.7% |