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 | $312,364 | $159,901+95.3% | $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 | 14.39% | 98.13%-83.7pp | 418.34%-404.0pp | 561.29%-546.9pp |
| Employer contribution / active EE | $5,519 | $5,286+4.4% | $4,933+11.9% | $4,660+18.4% |
| Participant deferral / active EE | $8,215 | $8,428-2.5% | $8,070+1.8% | $6,688+22.8% |
| Admin fee / account holder | $19,561 | $15,044+30.0% | $12,998+50.5% | $13,397+46.0% |