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 | $420,588 | $159,901+163.0% | $146,958+186.2% | $145,922+188.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.12% | 98.13%-80.0pp | 418.34%-400.2pp | 561.29%-543.2pp |
| Employer contribution / active EE | $9,010 | $5,286+70.4% | $4,933+82.6% | $4,660+93.4% |
| Participant deferral / active EE | $7,260 | $8,428-13.9% | $8,070-10.0% | $6,688+8.6% |
| Admin fee / account holder | $10,255 | $15,044-31.8% | $12,998-21.1% | $13,397-23.5% |