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 | $423,966 | $159,901+165.1% | $146,958+188.5% | $145,922+190.5% |
| Participation rate | 95.8% | 84.0%+11.8pp | 82.2%+13.7pp | 80.3%+15.6pp |
| Annual return | 14.57% | 98.13%-83.6pp | 418.34%-403.8pp | 561.29%-546.7pp |
| Employer contribution / active EE | $18,550 | $5,286+250.9% | $4,933+276.1% | $4,660+298.1% |
| Participant deferral / active EE | $9,672 | $8,428+14.8% | $8,070+19.9% | $6,688+44.6% |
| Admin fee / account holder | $6,353 | $15,044-57.8% | $12,998-51.1% | $13,397-52.6% |