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 | $846,556 | $159,901+429.4% | $146,958+476.1% | $145,922+480.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.74% | 98.13%-87.4pp | 418.34%-407.6pp | 561.29%-550.5pp |
| Employer contribution / active EE | $8,408 | $5,286+59.1% | $4,933+70.5% | $4,660+80.5% |
| Participant deferral / active EE | $13,178 | $8,428+56.4% | $8,070+63.3% | $6,688+97.1% |
| Admin fee / account holder | $34,484 | $15,044+129.2% | $12,998+165.3% | $13,397+157.4% |