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 | $254,864 | $133,922+90.3% | $116,228+119.3% | $142,382+79.0% |
| Participation rate | 90.9% | 77.9%+13.0pp | 74.6%+16.4pp | 80.1%+10.8pp |
| Annual return | 22.64% | 147.76%-125.1pp | 90.06%-67.4pp | 217.08%-194.4pp |
| Employer contribution / active EE | $7,830 | $3,446+127.3% | $2,994+161.5% | $4,299+82.1% |
| Participant deferral / active EE | $15,540 | $5,672+174.0% | $4,953+213.7% | $6,507+138.8% |
| Admin fee / account holder | $18,047 | $14,945+20.8% | $11,989+50.5% | $12,624+43.0% |