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 | $281,949 | $159,901+76.3% | $146,958+91.9% | $145,922+93.2% |
| Participation rate | 89.5% | 84.0%+5.5pp | 82.2%+7.3pp | 80.3%+9.2pp |
| Annual return | 13.13% | 98.13%-85.0pp | 418.34%-405.2pp | 561.29%-548.2pp |
| Employer contribution / active EE | $4,520 | $5,286-14.5% | $4,933-8.4% | $4,660-3.0% |
| Participant deferral / active EE | $12,529 | $8,428+48.7% | $8,070+55.3% | $6,688+87.4% |
| Admin fee / account holder | $18,757 | $15,044+24.7% | $12,998+44.3% | $13,397+40.0% |