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 | $294,734 | $159,901+84.3% | $146,958+100.6% | $145,922+102.0% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 15.37% | 98.13%-82.8pp | 418.34%-403.0pp | 561.29%-545.9pp |
| Employer contribution / active EE | $11,422 | $5,286+116.1% | $4,933+131.5% | $4,660+145.1% |
| Participant deferral / active EE | $10,883 | $8,428+29.1% | $8,070+34.9% | $6,688+62.7% |
| Admin fee / account holder | $29,815 | $15,044+98.2% | $12,998+129.4% | $13,397+122.5% |