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 | $564,900 | $159,901+253.3% | $146,958+284.4% | $145,922+287.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.92% | 98.13%-83.2pp | 418.34%-403.4pp | 561.29%-546.4pp |
| Employer contribution / active EE | $10,724 | $5,286+102.9% | $4,933+117.4% | $4,660+130.1% |
| Participant deferral / active EE | $9,976 | $8,428+18.4% | $8,070+23.6% | $6,688+49.2% |
| Admin fee / account holder | $586,512 | $15,044+3798.7% | $12,998+4412.3% | $13,397+4277.9% |