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 | $549,717 | $159,901+243.8% | $146,958+274.1% | $145,922+276.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.64% | 98.13%-78.5pp | 418.34%-398.7pp | 561.29%-541.6pp |
| Employer contribution / active EE | $6,178 | $5,286+16.9% | $4,933+25.2% | $4,660+32.6% |
| Participant deferral / active EE | $12,444 | $8,428+47.7% | $8,070+54.2% | $6,688+86.1% |
| Admin fee / account holder | $2,152 | $15,044-85.7% | $12,998-83.4% | $13,397-83.9% |