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 | $292,164 | $159,901+82.7% | $146,958+98.8% | $145,922+100.2% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 21.15% | 98.13%-77.0pp | 418.34%-397.2pp | 561.29%-540.1pp |
| Employer contribution / active EE | $5,474 | $5,286+3.6% | $4,933+11.0% | $4,660+17.5% |
| Participant deferral / active EE | $15,081 | $8,428+78.9% | $8,070+86.9% | $6,688+125.5% |
| Admin fee / account holder | $87,726 | $15,044+483.1% | $12,998+574.9% | $13,397+554.8% |