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 | $440,206 | $159,901+175.3% | $146,958+199.5% | $145,922+201.7% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 15.47% | 98.13%-82.7pp | 418.34%-402.9pp | 561.29%-545.8pp |
| Employer contribution / active EE | $15,651 | $5,286+196.1% | $4,933+217.3% | $4,660+235.9% |
| Participant deferral / active EE | $14,498 | $8,428+72.0% | $8,070+79.7% | $6,688+116.8% |
| Admin fee / account holder | $2,693 | $15,044-82.1% | $12,998-79.3% | $13,397-79.9% |