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 | $282,074 | $165,984+69.9% | $164,813+71.1% | $145,922+93.3% |
| Participation rate | 88.2% | 82.0%+6.2pp | 78.6%+9.6pp | 80.3%+8.0pp |
| Annual return | 9.40% | 100.03%-90.6pp | 69.93%-60.5pp | 561.29%-551.9pp |
| Employer contribution / active EE | $5,435 | $5,273+3.1% | $4,341+25.2% | $4,660+16.6% |
| Participant deferral / active EE | $11,247 | $6,959+61.6% | $6,031+86.5% | $6,688+68.2% |
| Admin fee / account holder | $57,902 | $16,648+247.8% | $12,690+356.3% | $13,397+332.2% |