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 | $338,273 | $159,901+111.6% | $146,958+130.2% | $145,922+131.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.20% | 98.13%-79.9pp | 418.34%-400.1pp | 561.29%-543.1pp |
| Employer contribution / active EE | $29,250 | $5,286+453.3% | $4,933+493.0% | $4,660+527.7% |
| Participant deferral / active EE | $33,375 | $8,428+296.0% | $8,070+313.6% | $6,688+399.1% |
| Admin fee / account holder | $29,565 | $15,044+96.5% | $12,998+127.5% | $13,397+120.7% |