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 | $505,748 | $159,901+216.3% | $146,958+244.1% | $145,922+246.6% |
| Participation rate | 93.8% | 84.0%+9.8pp | 82.2%+11.6pp | 80.3%+13.5pp |
| Annual return | 10.57% | 98.13%-87.6pp | 418.34%-407.8pp | 561.29%-550.7pp |
| Employer contribution / active EE | $9,939 | $5,286+88.0% | $4,933+101.5% | $4,660+113.3% |
| Participant deferral / active EE | $7,276 | $8,428-13.7% | $8,070-9.8% | $6,688+8.8% |
| Admin fee / account holder | $9,797 | $15,044-34.9% | $12,998-24.6% | $13,397-26.9% |