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 | $361,940 | $198,466+82.4% | $170,442+112.4% | $147,584+145.2% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 19.16% | 257.29%-238.1pp | 205.93%-186.8pp | 578.55%-559.4pp |
| Employer contribution / active EE | $14,310 | $6,184+131.4% | $5,433+163.4% | $4,876+193.5% |
| Participant deferral / active EE | $19,200 | $5,629+241.1% | $4,939+288.7% | $5,439+253.0% |
| Admin fee / account holder | $422 | $16,852-97.5% | $13,880-97.0% | $10,885-96.1% |