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 | $284,768 | $159,901+78.1% | $146,958+93.8% | $145,922+95.2% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 12.88% | 98.13%-85.3pp | 418.34%-405.5pp | 561.29%-548.4pp |
| Employer contribution / active EE | $5,779 | $5,286+9.3% | $4,933+17.1% | $4,660+24.0% |
| Participant deferral / active EE | $10,327 | $8,428+22.5% | $8,070+28.0% | $6,688+54.4% |
| Admin fee / account holder | $8,004 | $15,044-46.8% | $12,998-38.4% | $13,397-40.3% |