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 | $383,327 | $159,901+139.7% | $146,958+160.8% | $145,922+162.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.07% | 98.13%-86.1pp | 418.34%-406.3pp | 561.29%-549.2pp |
| Employer contribution / active EE | $18,557 | $5,286+251.0% | $4,933+276.2% | $4,660+298.2% |
| Participant deferral / active EE | $19,498 | $8,428+131.3% | $8,070+141.6% | $6,688+191.5% |
| Admin fee / account holder | $2,194 | $15,044-85.4% | $12,998-83.1% | $13,397-83.6% |