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 | $461,555 | $159,901+188.7% | $146,958+214.1% | $145,922+216.3% |
| Participation rate | 90.0% | 84.0%+6.0pp | 82.2%+7.8pp | 80.3%+9.7pp |
| Annual return | 17.59% | 98.13%-80.5pp | 418.34%-400.7pp | 561.29%-543.7pp |
| Employer contribution / active EE | $31,075 | $5,286+487.9% | $4,933+529.9% | $4,660+566.9% |
| Participant deferral / active EE | $14,550 | $8,428+72.6% | $8,070+80.3% | $6,688+117.6% |
| Admin fee / account holder | $7,369 | $15,044-51.0% | $12,998-43.3% | $13,397-45.0% |