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 6-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 | $369,746 | $159,901+131.2% | $146,958+151.6% | $145,922+153.4% |
| Participation rate | 82.4% | 84.0%-1.6pp | 82.2%+0.2pp | 80.3%+2.1pp |
| Annual return | 10.97% | 98.13%-87.2pp | 418.34%-407.4pp | 561.29%-550.3pp |
| Employer contribution / active EE | $6,832 | $5,286+29.2% | $4,933+38.5% | $4,660+46.6% |
| Participant deferral / active EE | $13,697 | $8,428+62.5% | $8,070+69.7% | $6,688+104.8% |
| Admin fee / account holder | $71,615 | $15,044+376.0% | $12,998+451.0% | $13,397+434.6% |