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 9-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 | $297,585 | $159,901+86.1% | $146,958+102.5% | $145,922+103.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.66% | 98.13%-79.5pp | 418.34%-399.7pp | 561.29%-542.6pp |
| Employer contribution / active EE | $31,404 | $5,286+494.1% | $4,933+536.6% | $4,660+574.0% |
| Participant deferral / active EE | $15,068 | $8,428+78.8% | $8,070+86.7% | $6,688+125.3% |
| Admin fee / account holder | $3,828 | $15,044-74.6% | $12,998-70.5% | $13,397-71.4% |