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 | $159,934+75.3% | $147,005+90.7% | $145,959+92.1% |
| Participation rate | 94.1% | 84.0%+10.1pp | 82.2%+12.0pp | 80.3%+13.8pp |
| Annual return | 13.14% | 98.24%-85.1pp | 418.76%-405.6pp | 561.95%-548.8pp |
| Employer contribution / active EE | $3,077 | $5,287-41.8% | $4,934-37.6% | $4,661-34.0% |
| Participant deferral / active EE | $6,237 | $8,427-26.0% | $8,070-22.7% | $6,689-6.8% |
| Admin fee / account holder | $16,936 | $15,053+12.5% | $13,006+30.2% | $13,398+26.4% |