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 | $315,757 | $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 | 12.07% | 98.13%-86.1pp | 418.34%-406.3pp | 561.29%-549.2pp |
| Employer contribution / active EE | $10,597 | $5,286+100.5% | $4,933+114.8% | $4,660+127.4% |
| Participant deferral / active EE | $12,677 | $8,428+50.4% | $8,070+57.1% | $6,688+89.6% |
| Admin fee / account holder | $47,893 | $15,044+218.4% | $12,998+268.5% | $13,397+257.5% |