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 | $406,112 | $159,901+154.0% | $146,958+176.3% | $145,922+178.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.49% | 98.13%-84.6pp | 418.34%-404.8pp | 561.29%-547.8pp |
| Employer contribution / active EE | $12,571 | $5,286+137.8% | $4,933+154.8% | $4,660+169.8% |
| Participant deferral / active EE | $15,925 | $8,428+88.9% | $8,070+97.3% | $6,688+138.1% |
| Admin fee / account holder | $189,631 | $15,044+1160.5% | $12,998+1358.9% | $13,397+1315.5% |