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 | $372,046 | $159,901+132.7% | $146,958+153.2% | $145,922+155.0% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 14.23% | 98.13%-83.9pp | 418.34%-404.1pp | 561.29%-547.1pp |
| Employer contribution / active EE | $9,163 | $5,286+73.3% | $4,933+85.7% | $4,660+96.6% |
| Participant deferral / active EE | $12,893 | $8,428+53.0% | $8,070+59.8% | $6,688+92.8% |
| Admin fee / account holder | $49,526 | $15,044+229.2% | $12,998+281.0% | $13,397+269.7% |