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 | $599,788 | $159,901+275.1% | $146,958+308.1% | $145,922+311.0% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.5pp |
| Annual return | 23.64% | 98.13%-74.5pp | 418.34%-394.7pp | 561.29%-537.6pp |
| Employer contribution / active EE | $23,440 | $5,286+343.4% | $4,933+375.2% | $4,660+403.1% |
| Participant deferral / active EE | $17,701 | $8,428+110.0% | $8,070+119.4% | $6,688+164.7% |
| Admin fee / account holder | $2,337 | $15,044-84.5% | $12,998-82.0% | $13,397-82.6% |