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 | $368,510 | $160,055+130.2% | $140,016+163.2% | $135,375+172.2% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 3.52% | 911.38%-907.9pp | 651.12%-647.6pp | 519.73%-516.2pp |
| Employer contribution / active EE | $15,744 | $6,420+145.2% | $5,606+180.9% | $4,779+229.5% |
| Participant deferral / active EE | $9,780 | $7,642+28.0% | $6,927+41.2% | $5,609+74.4% |
| Admin fee / account holder | $440,595 | $13,328+3205.8% | $10,705+4015.6% | $10,827+3969.4% |