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 | $449,985 | $159,901+181.4% | $146,958+206.2% | $145,922+208.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.15% | 98.13%-84.0pp | 418.34%-404.2pp | 561.29%-547.1pp |
| Employer contribution / active EE | $6,598 | $5,286+24.8% | $4,933+33.8% | $4,660+41.6% |
| Participant deferral / active EE | $7,888 | $8,428-6.4% | $8,070-2.3% | $6,688+17.9% |
| Admin fee / account holder | $142,719 | $15,044+848.7% | $12,998+998.0% | $13,397+965.3% |