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 | $444,674 | $159,901+178.1% | $146,958+202.6% | $145,922+204.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.68% | 98.13%-84.5pp | 418.34%-404.7pp | 561.29%-547.6pp |
| Employer contribution / active EE | $4,255 | $5,286-19.5% | $4,933-13.7% | $4,660-8.7% |
| Participant deferral / active EE | $10,432 | $8,428+23.8% | $8,070+29.3% | $6,688+56.0% |
| Admin fee / account holder | $15,265 | $15,044+1.5% | $12,998+17.4% | $13,397+13.9% |