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 | $589,388 | $159,901+268.6% | $146,958+301.1% | $145,922+303.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.95% | 98.13%-77.2pp | 418.34%-397.4pp | 561.29%-540.3pp |
| Employer contribution / active EE | $20,423 | $5,286+286.3% | $4,933+314.0% | $4,660+338.3% |
| Participant deferral / active EE | $20,423 | $8,428+142.3% | $8,070+153.1% | $6,688+205.4% |
| Admin fee / account holder | $3,715 | $15,044-75.3% | $12,998-71.4% | $13,397-72.3% |