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 | $296,490 | $159,901+85.4% | $146,958+101.8% | $145,922+103.2% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 16.17% | 98.13%-82.0pp | 418.34%-402.2pp | 561.29%-545.1pp |
| Employer contribution / active EE | $5,501 | $5,286+4.1% | $4,933+11.5% | $4,660+18.1% |
| Participant deferral / active EE | $10,730 | $8,428+27.3% | $8,070+33.0% | $6,688+60.4% |
| Admin fee / account holder | $569 | $15,044-96.2% | $12,998-95.6% | $13,397-95.8% |