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 | $305,784 | $159,901+91.2% | $146,958+108.1% | $145,922+109.6% |
| Participation rate | 86.4% | 84.0%+2.4pp | 82.2%+4.2pp | 80.3%+6.1pp |
| Annual return | 13.55% | 98.13%-84.6pp | 418.34%-404.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $4,682 | $5,286-11.4% | $4,933-5.1% | $4,660+0.5% |
| Participant deferral / active EE | $8,970 | $8,428+6.4% | $8,070+11.2% | $6,688+34.1% |
| Admin fee / account holder | $17,120 | $15,044+13.8% | $12,998+31.7% | $13,397+27.8% |