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 | $760,167 | $159,901+375.4% | $146,958+417.3% | $145,922+420.9% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | 12.06% | 98.13%-86.1pp | 418.34%-406.3pp | 561.29%-549.2pp |
| Employer contribution / active EE | $19,325 | $5,286+265.6% | $4,933+291.8% | $4,660+314.7% |
| Participant deferral / active EE | $20,107 | $8,428+138.6% | $8,070+149.2% | $6,688+200.7% |
| Admin fee / account holder | $155,286 | $15,044+932.2% | $12,998+1094.7% | $13,397+1059.1% |