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 | $816,243 | $159,901+410.5% | $146,958+455.4% | $145,922+459.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 39.15% | 98.13%-59.0pp | 418.34%-379.2pp | 561.29%-522.1pp |
| Employer contribution / active EE | $5,812 | $5,286+9.9% | $4,933+17.8% | $4,660+24.7% |
| Participant deferral / active EE | $9,928 | $8,428+17.8% | $8,070+23.0% | $6,688+48.5% |
| Admin fee / account holder | $17,136 | $15,044+13.9% | $12,998+31.8% | $13,397+27.9% |