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 | $280,322 | $159,901+75.3% | $146,958+90.7% | $145,922+92.1% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+12.0pp | 80.3%+13.8pp |
| Annual return | 13.14% | 98.13%-85.0pp | 418.34%-405.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $3,077 | $5,286-41.8% | $4,933-37.6% | $4,660-34.0% |
| Participant deferral / active EE | $6,237 | $8,428-26.0% | $8,070-22.7% | $6,688-6.7% |
| Admin fee / account holder | $16,936 | $15,044+12.6% | $12,998+30.3% | $13,397+26.4% |