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 | $369,754 | $159,901+131.2% | $146,958+151.6% | $145,922+153.4% |
| Participation rate | 94.4% | 84.0%+10.4pp | 82.2%+12.3pp | 80.3%+14.2pp |
| Annual return | 12.51% | 98.13%-85.6pp | 418.34%-405.8pp | 561.29%-548.8pp |
| Employer contribution / active EE | $7,841 | $5,286+48.3% | $4,933+58.9% | $4,660+68.3% |
| Participant deferral / active EE | $11,114 | $8,428+31.9% | $8,070+37.7% | $6,688+66.2% |
| Admin fee / account holder | $4,697 | $15,044-68.8% | $12,998-63.9% | $13,397-64.9% |