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 | $287,893 | $159,901+80.0% | $146,958+95.9% | $145,922+97.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.82% | 98.13%-87.3pp | 418.34%-407.5pp | 561.29%-550.5pp |
| Employer contribution / active EE | $5,214 | $5,286-1.4% | $4,933+5.7% | $4,660+11.9% |
| Participant deferral / active EE | $14,502 | $8,428+72.1% | $8,070+79.7% | $6,688+116.8% |
| Admin fee / account holder | $30,778 | $15,044+104.6% | $12,998+136.8% | $13,397+129.7% |