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 | $521,367 | $159,901+226.1% | $146,958+254.8% | $145,922+257.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.10% | 98.13%-82.0pp | 418.34%-402.2pp | 561.29%-545.2pp |
| Employer contribution / active EE | $21,447 | $5,286+305.7% | $4,933+334.8% | $4,660+360.3% |
| Participant deferral / active EE | $9,044 | $8,428+7.3% | $8,070+12.1% | $6,688+35.2% |
| Admin fee / account holder | $159,663 | $15,044+961.3% | $12,998+1128.4% | $13,397+1091.8% |