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 4-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 | $430,129 | $159,901+169.0% | $146,958+192.7% | $145,922+194.8% |
| Participation rate | 91.3% | 84.0%+7.3pp | 82.2%+9.1pp | 80.3%+11.0pp |
| Annual return | 11.17% | 98.13%-87.0pp | 418.34%-407.2pp | 561.29%-550.1pp |
| Employer contribution / active EE | $7,432 | $5,286+40.6% | $4,933+50.7% | $4,660+59.5% |
| Participant deferral / active EE | $19,576 | $8,428+132.3% | $8,070+142.6% | $6,688+192.7% |
| Admin fee / account holder | $30,670 | $15,044+103.9% | $12,998+136.0% | $13,397+128.9% |