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 | $917,842 | $159,901+474.0% | $146,958+524.6% | $145,922+529.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.59% | 98.13%-78.5pp | 418.34%-398.7pp | 561.29%-541.7pp |
| Employer contribution / active EE | $2,879 | $5,286-45.5% | $4,933-41.6% | $4,660-38.2% |
| Participant deferral / active EE | $5,916 | $8,428-29.8% | $8,070-26.7% | $6,688-11.5% |
| Admin fee / account holder | $11,047 | $15,044-26.6% | $12,998-15.0% | $13,397-17.5% |