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 | $779,753 | $159,901+387.6% | $146,958+430.6% | $145,922+434.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.21% | 98.13%-75.9pp | 418.34%-396.1pp | 561.29%-539.1pp |
| Employer contribution / active EE | $4,162 | $5,286-21.3% | $4,933-15.6% | $4,660-10.7% |
| Participant deferral / active EE | $26,055 | $8,428+209.1% | $8,070+222.9% | $6,688+289.6% |
| Admin fee / account holder | $30,937 | $15,044+105.6% | $12,998+138.0% | $13,397+130.9% |