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 | $315,797 | $159,901+97.5% | $146,958+114.9% | $145,922+116.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.48% | 98.13%-84.7pp | 418.34%-404.9pp | 561.29%-547.8pp |
| Employer contribution / active EE | $3,087 | $5,286-41.6% | $4,933-37.4% | $4,660-33.7% |
| Participant deferral / active EE | $7,577 | $8,428-10.1% | $8,070-6.1% | $6,688+13.3% |
| Admin fee / account holder | $8,961 | $15,044-40.4% | $12,998-31.1% | $13,397-33.1% |