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 | $517,214 | $159,901+223.5% | $146,958+251.9% | $145,922+254.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.52% | 98.13%-87.6pp | 418.34%-407.8pp | 561.29%-550.8pp |
| Employer contribution / active EE | $5,448 | $5,286+3.1% | $4,933+10.4% | $4,660+16.9% |
| Participant deferral / active EE | $17,549 | $8,428+108.2% | $8,070+117.5% | $6,688+162.4% |
| Admin fee / account holder | $26,585 | $15,044+76.7% | $12,998+104.5% | $13,397+98.4% |