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 | $455,316 | $159,901+184.7% | $146,958+209.8% | $145,922+212.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.70% | 98.13%-85.4pp | 418.34%-405.6pp | 561.29%-548.6pp |
| Employer contribution / active EE | $21,833 | $5,286+313.0% | $4,933+342.6% | $4,660+368.6% |
| Participant deferral / active EE | $4,799 | $8,428-43.1% | $8,070-40.5% | $6,688-28.2% |
| Admin fee / account holder | $44,443 | $15,044+195.4% | $12,998+241.9% | $13,397+231.7% |