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 | $521,267 | $159,901+226.0% | $146,958+254.7% | $145,922+257.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.66% | 98.13%-84.5pp | 418.34%-404.7pp | 561.29%-547.6pp |
| Employer contribution / active EE | $7,333 | $5,286+38.7% | $4,933+48.7% | $4,660+57.4% |
| Participant deferral / active EE | $20,333 | $8,428+141.3% | $8,070+152.0% | $6,688+204.0% |
| Admin fee / account holder | $13,387 | $15,044-11.0% | $12,998+3.0% | $13,397-0.1% |