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 | $290,684 | $159,901+81.8% | $146,958+97.8% | $145,922+99.2% |
| Participation rate | 92.9% | 84.0%+8.9pp | 82.2%+10.7pp | 80.3%+12.6pp |
| Annual return | 10.74% | 98.13%-87.4pp | 418.34%-407.6pp | 561.29%-550.5pp |
| Employer contribution / active EE | $5,894 | $5,286+11.5% | $4,933+19.5% | $4,660+26.5% |
| Participant deferral / active EE | $11,667 | $8,428+38.4% | $8,070+44.6% | $6,688+74.5% |
| Admin fee / account holder | $1,958 | $15,044-87.0% | $12,998-84.9% | $13,397-85.4% |