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 | $312,391 | $159,901+95.4% | $146,958+112.6% | $145,922+114.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.69% | 98.13%-81.4pp | 418.34%-401.6pp | 561.29%-544.6pp |
| Employer contribution / active EE | $11,768 | $5,286+122.6% | $4,933+138.6% | $4,660+152.6% |
| Participant deferral / active EE | $12,398 | $8,428+47.1% | $8,070+53.6% | $6,688+85.4% |
| Admin fee / account holder | $50,218 | $15,044+233.8% | $12,998+286.3% | $13,397+274.8% |