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 | $711,734 | $217,402+227.4% | $185,823+283.0% | $167,490+324.9% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 124.40% | 148.36%-24.0pp | 122.05%+2.4pp | 478.56%-354.2pp |
| Employer contribution / active EE | $31,827 | $5,873+441.9% | $5,167+515.9% | $4,837+557.9% |
| Participant deferral / active EE | $0 | $6,356-100.0% | $5,568-100.0% | $6,341-100.0% |
| Admin fee / account holder | $2,554 | $19,811-87.1% | $16,237-84.3% | $12,309-79.3% |