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 | $525,063 | $159,901+228.4% | $146,958+257.3% | $145,922+259.8% |
| Participation rate | 91.7% | 84.0%+7.7pp | 82.2%+9.5pp | 80.3%+11.4pp |
| Annual return | 18.00% | 98.13%-80.1pp | 418.34%-400.3pp | 561.29%-543.3pp |
| Employer contribution / active EE | $8,972 | $5,286+69.7% | $4,933+81.9% | $4,660+92.6% |
| Participant deferral / active EE | $15,648 | $8,428+85.7% | $8,070+93.9% | $6,688+134.0% |
| Admin fee / account holder | $7,083 | $15,044-52.9% | $12,998-45.5% | $13,397-47.1% |