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 | $281,644 | $217,402+29.5% | $185,823+51.6% | $167,490+68.2% |
| Participation rate | 93.8% | 86.0%+7.7pp | 81.7%+12.0pp | 82.1%+11.6pp |
| Annual return | 13.66% | 148.36%-134.7pp | 122.05%-108.4pp | 478.56%-464.9pp |
| Employer contribution / active EE | $13,683 | $5,873+133.0% | $5,167+164.8% | $4,837+182.9% |
| Participant deferral / active EE | $8,739 | $6,356+37.5% | $5,568+57.0% | $6,341+37.8% |
| Admin fee / account holder | $47,767 | $19,811+141.1% | $16,237+194.2% | $12,309+288.1% |