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 | $364,429 | $159,901+127.9% | $146,958+148.0% | $145,922+149.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 70.70% | 98.13%-27.4pp | 418.34%-347.6pp | 561.29%-490.6pp |
| Employer contribution / active EE | $11,678 | $5,286+120.9% | $4,933+136.7% | $4,660+150.6% |
| Participant deferral / active EE | $19,702 | $8,428+133.8% | $8,070+144.1% | $6,688+194.6% |
| Admin fee / account holder | $22,371 | $15,044+48.7% | $12,998+72.1% | $13,397+67.0% |