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 | $297,714 | $159,901+86.2% | $146,958+102.6% | $145,922+104.0% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 12.94% | 98.13%-85.2pp | 418.34%-405.4pp | 561.29%-548.3pp |
| Employer contribution / active EE | $4,595 | $5,286-13.1% | $4,933-6.9% | $4,660-1.4% |
| Participant deferral / active EE | $13,783 | $8,428+63.5% | $8,070+70.8% | $6,688+106.1% |
| Admin fee / account holder | $14,278 | $15,044-5.1% | $12,998+9.8% | $13,397+6.6% |