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 | $330,809 | $159,901+106.9% | $146,958+125.1% | $145,922+126.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.09% | 98.13%-83.0pp | 418.34%-403.2pp | 561.29%-546.2pp |
| Employer contribution / active EE | $21,913 | $5,286+314.5% | $4,933+344.2% | $4,660+370.3% |
| Participant deferral / active EE | $18,692 | $8,428+121.8% | $8,070+131.6% | $6,688+179.5% |
| Admin fee / account holder | $4,134 | $15,044-72.5% | $12,998-68.2% | $13,397-69.1% |