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 | $492,961 | $159,901+208.3% | $146,958+235.4% | $145,922+237.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.19% | 98.13%-76.9pp | 418.34%-397.1pp | 561.29%-540.1pp |
| Employer contribution / active EE | $5,478 | $5,286+3.6% | $4,933+11.0% | $4,660+17.6% |
| Participant deferral / active EE | $19,663 | $8,428+133.3% | $8,070+143.7% | $6,688+194.0% |
| Admin fee / account holder | $27,451 | $15,044+82.5% | $12,998+111.2% | $13,397+104.9% |