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 | $340,104 | $159,901+112.7% | $146,958+131.4% | $145,922+133.1% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 17.05% | 98.13%-81.1pp | 418.34%-401.3pp | 561.29%-544.2pp |
| Employer contribution / active EE | $9,548 | $5,286+80.6% | $4,933+93.6% | $4,660+104.9% |
| Participant deferral / active EE | $9,225 | $8,428+9.5% | $8,070+14.3% | $6,688+37.9% |
| Admin fee / account holder | $78,197 | $15,044+419.8% | $12,998+501.6% | $13,397+483.7% |