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 | $832,936 | $159,901+420.9% | $146,958+466.8% | $145,922+470.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.57% | 98.13%-84.6pp | 418.34%-404.8pp | 561.29%-547.7pp |
| Employer contribution / active EE | $5,449 | $5,286+3.1% | $4,933+10.5% | $4,660+16.9% |
| Participant deferral / active EE | $13,044 | $8,428+54.8% | $8,070+61.6% | $6,688+95.0% |
| Admin fee / account holder | $13,920 | $15,044-7.5% | $12,998+7.1% | $13,397+3.9% |