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 | $442,287 | $159,901+176.6% | $146,958+201.0% | $145,922+203.1% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 12.05% | 98.13%-86.1pp | 418.34%-406.3pp | 561.29%-549.2pp |
| Employer contribution / active EE | $12,785 | $5,286+141.9% | $4,933+159.2% | $4,660+174.4% |
| Participant deferral / active EE | $3,707 | $8,428-56.0% | $8,070-54.1% | $6,688-44.6% |
| Admin fee / account holder | $76,146 | $15,044+406.2% | $12,998+485.8% | $13,397+468.4% |