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 | $328,532 | $159,901+105.5% | $146,958+123.6% | $145,922+125.1% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 11.56% | 98.13%-86.6pp | 418.34%-406.8pp | 561.29%-549.7pp |
| Employer contribution / active EE | $6,017 | $5,286+13.8% | $4,933+22.0% | $4,660+29.1% |
| Participant deferral / active EE | $16,172 | $8,428+91.9% | $8,070+100.4% | $6,688+141.8% |
| Admin fee / account holder | $371 | $15,044-97.5% | $12,998-97.1% | $13,397-97.2% |