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 | $371,235 | $159,901+132.2% | $146,958+152.6% | $145,922+154.4% |
| Participation rate | 93.3% | 84.0%+9.3pp | 82.2%+11.2pp | 80.3%+13.1pp |
| Annual return | 13.51% | 98.13%-84.6pp | 418.34%-404.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $5,505 | $5,286+4.1% | $4,933+11.6% | $4,660+18.1% |
| Participant deferral / active EE | $16,581 | $8,428+96.7% | $8,070+105.5% | $6,688+147.9% |
| Admin fee / account holder | $43,707 | $15,044+190.5% | $12,998+236.3% | $13,397+226.2% |