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 | $356,240 | $159,901+122.8% | $146,958+142.4% | $145,922+144.1% |
| Participation rate | 92.3% | 84.0%+8.3pp | 82.2%+10.2pp | 80.3%+12.0pp |
| Annual return | 16.75% | 98.13%-81.4pp | 418.34%-401.6pp | 561.29%-544.5pp |
| Employer contribution / active EE | $7,875 | $5,286+49.0% | $4,933+59.6% | $4,660+69.0% |
| Participant deferral / active EE | $10,283 | $8,428+22.0% | $8,070+27.4% | $6,688+53.8% |
| Admin fee / account holder | $71,833 | $15,044+377.5% | $12,998+452.6% | $13,397+436.2% |