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 | $399,078 | $159,901+149.6% | $146,958+171.6% | $145,922+173.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.81% | 98.13%-86.3pp | 418.34%-406.5pp | 561.29%-549.5pp |
| Employer contribution / active EE | $8,514 | $5,286+61.1% | $4,933+72.6% | $4,660+82.7% |
| Participant deferral / active EE | $11,342 | $8,428+34.6% | $8,070+40.5% | $6,688+69.6% |
| Admin fee / account holder | $81,811 | $15,044+443.8% | $12,998+529.4% | $13,397+510.7% |