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 8-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 | $288,774 | $159,901+80.6% | $146,958+96.5% | $145,922+97.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.89% | 98.13%-78.2pp | 418.34%-398.4pp | 561.29%-541.4pp |
| Employer contribution / active EE | $19,983 | $5,286+278.0% | $4,933+305.1% | $4,660+328.9% |
| Participant deferral / active EE | $15,683 | $8,428+86.1% | $8,070+94.3% | $6,688+134.5% |
| Admin fee / account holder | $4,622 | $15,044-69.3% | $12,998-64.4% | $13,397-65.5% |