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 | $616,970 | $159,901+285.8% | $146,958+319.8% | $145,922+322.8% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 14.02% | 98.13%-84.1pp | 418.34%-404.3pp | 561.29%-547.3pp |
| Employer contribution / active EE | $2,559 | $5,286-51.6% | $4,933-48.1% | $4,660-45.1% |
| Participant deferral / active EE | $9,909 | $8,428+17.6% | $8,070+22.8% | $6,688+48.2% |
| Admin fee / account holder | $29,270 | $15,044+94.6% | $12,998+125.2% | $13,397+118.5% |