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 | $669,117 | $159,901+318.5% | $146,958+355.3% | $145,922+358.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.06% | 98.13%-85.1pp | 418.34%-405.3pp | 561.29%-548.2pp |
| Employer contribution / active EE | $10,217 | $5,286+93.3% | $4,933+107.1% | $4,660+119.3% |
| Participant deferral / active EE | $16,120 | $8,428+91.3% | $8,070+99.8% | $6,688+141.0% |
| Admin fee / account holder | $73,629 | $15,044+389.4% | $12,998+466.5% | $13,397+449.6% |