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 | $280,684 | $159,901+75.5% | $146,958+91.0% | $145,922+92.4% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 16.16% | 98.13%-82.0pp | 418.34%-402.2pp | 561.29%-545.1pp |
| Employer contribution / active EE | $10,690 | $5,286+102.2% | $4,933+116.7% | $4,660+129.4% |
| Participant deferral / active EE | $6,728 | $8,428-20.2% | $8,070-16.6% | $6,688+0.6% |
| Admin fee / account holder | $60,111 | $15,044+299.6% | $12,998+362.5% | $13,397+348.7% |