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 | $731,702 | $159,901+357.6% | $146,958+397.9% | $145,922+401.4% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.5pp | 80.3%+4.3pp |
| Annual return | 14.19% | 98.13%-83.9pp | 418.34%-404.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $5,729 | $5,286+8.4% | $4,933+16.1% | $4,660+22.9% |
| Participant deferral / active EE | $20,274 | $8,428+140.5% | $8,070+151.2% | $6,688+203.2% |
| Admin fee / account holder | $141,874 | $15,044+843.1% | $12,998+991.5% | $13,397+959.0% |