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 | $399,522 | $159,901+149.9% | $146,958+171.9% | $145,922+173.8% |
| Participation rate | 78.3% | 84.0%-5.7pp | 82.2%-3.9pp | 80.3%-2.0pp |
| Annual return | 11.61% | 98.13%-86.5pp | 418.34%-406.7pp | 561.29%-549.7pp |
| Employer contribution / active EE | $5,151 | $5,286-2.5% | $4,933+4.4% | $4,660+10.6% |
| Participant deferral / active EE | $10,271 | $8,428+21.9% | $8,070+27.3% | $6,688+53.6% |
| Admin fee / account holder | $44,360 | $15,044+194.9% | $12,998+241.3% | $13,397+231.1% |