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 | $520,641 | $183,519+183.7% | $155,509+234.8% | $145,922+256.8% |
| Participation rate | 95.0% | 82.7%+12.3pp | 78.2%+16.8pp | 80.3%+14.7pp |
| Annual return | 10.20% | 61.17%-51.0pp | 64.67%-54.5pp | 561.29%-551.1pp |
| Employer contribution / active EE | $5,649 | $5,313+6.3% | $4,672+20.9% | $4,660+21.2% |
| Participant deferral / active EE | $13,605 | $6,462+110.5% | $5,626+141.8% | $6,688+103.4% |
| Admin fee / account holder | $44,242 | $19,313+129.1% | $15,912+178.0% | $13,397+230.2% |