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 | $428,198 | $159,901+167.8% | $146,958+191.4% | $145,922+193.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.91% | 98.13%-86.2pp | 418.34%-406.4pp | 561.29%-549.4pp |
| Employer contribution / active EE | $15,354 | $5,286+190.5% | $4,933+211.3% | $4,660+229.5% |
| Participant deferral / active EE | $12,063 | $8,428+43.1% | $8,070+49.5% | $6,688+80.4% |
| Admin fee / account holder | $47,939 | $15,044+218.7% | $12,998+268.8% | $13,397+257.8% |