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 | $491,228 | $159,901+207.2% | $146,958+234.3% | $145,922+236.6% |
| Participation rate | 90.5% | 84.0%+6.5pp | 82.2%+8.3pp | 80.3%+10.2pp |
| Annual return | 25.61% | 98.13%-72.5pp | 418.34%-392.7pp | 561.29%-535.7pp |
| Employer contribution / active EE | $8,350 | $5,286+58.0% | $4,933+69.3% | $4,660+79.2% |
| Participant deferral / active EE | $7,703 | $8,428-8.6% | $8,070-4.5% | $6,688+15.2% |
| Admin fee / account holder | $47,845 | $15,044+218.0% | $12,998+268.1% | $13,397+257.1% |