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 | $316,087 | $159,901+97.7% | $146,958+115.1% | $145,922+116.6% |
| Participation rate | 76.9% | 84.0%-7.1pp | 82.2%-5.2pp | 80.3%-3.4pp |
| Annual return | 11.40% | 98.13%-86.7pp | 418.34%-406.9pp | 561.29%-549.9pp |
| Employer contribution / active EE | $14,470 | $5,286+173.7% | $4,933+193.3% | $4,660+210.5% |
| Participant deferral / active EE | $10,185 | $8,428+20.8% | $8,070+26.2% | $6,688+52.3% |
| Admin fee / account holder | $20,234 | $15,044+34.5% | $12,998+55.7% | $13,397+51.0% |