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 | $313,100 | $159,934+95.8% | $147,005+113.0% | $145,959+114.5% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 11.36% | 98.24%-86.9pp | 418.76%-407.4pp | 561.95%-550.6pp |
| Employer contribution / active EE | $9,961 | $5,287+88.4% | $4,934+101.9% | $4,661+113.7% |
| Participant deferral / active EE | $12,425 | $8,427+47.4% | $8,070+54.0% | $6,689+85.8% |
| Admin fee / account holder | $31,248 | $15,053+107.6% | $13,006+140.3% | $13,398+133.2% |