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 | $283,504 | $159,901+77.3% | $146,958+92.9% | $145,922+94.3% |
| Participation rate | 73.9% | 84.0%-10.1pp | 82.2%-8.2pp | 80.3%-6.4pp |
| Annual return | 9.97% | 98.13%-88.2pp | 418.34%-408.4pp | 561.29%-551.3pp |
| Employer contribution / active EE | $8,696 | $5,286+64.5% | $4,933+76.3% | $4,660+86.6% |
| Participant deferral / active EE | $10,775 | $8,428+27.8% | $8,070+33.5% | $6,688+61.1% |
| Admin fee / account holder | $36,499 | $15,044+142.6% | $12,998+180.8% | $13,397+172.4% |