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 | $365,299 | $159,934+128.4% | $147,005+148.5% | $145,959+150.3% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 15.26% | 98.24%-83.0pp | 418.76%-403.5pp | 561.95%-546.7pp |
| Employer contribution / active EE | $16,811 | $5,287+218.0% | $4,934+240.7% | $4,661+260.7% |
| Participant deferral / active EE | $10,389 | $8,427+23.3% | $8,070+28.7% | $6,689+55.3% |
| Admin fee / account holder | $1,704 | $15,053-88.7% | $13,006-86.9% | $13,398-87.3% |