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 | $391,280 | $159,901+144.7% | $146,958+166.3% | $145,922+168.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 276.11% | 98.13%+178.0pp | 418.34%-142.2pp | 561.29%-285.2pp |
| Employer contribution / active EE | $6,574 | $5,286+24.4% | $4,933+33.3% | $4,660+41.1% |
| Participant deferral / active EE | $5,350 | $8,428-36.5% | $8,070-33.7% | $6,688-20.0% |
| Admin fee / account holder | $598 | $15,044-96.0% | $12,998-95.4% | $13,397-95.5% |