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 9-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 | $739,658 | $159,901+362.6% | $146,958+403.3% | $145,922+406.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.39% | 98.13%-84.7pp | 418.34%-404.9pp | 561.29%-547.9pp |
| Employer contribution / active EE | $38,104 | $5,286+620.8% | $4,933+672.4% | $4,660+717.8% |
| Participant deferral / active EE | $28,000 | $8,428+232.2% | $8,070+247.0% | $6,688+318.7% |
| Admin fee / account holder | $5,250 | $15,044-65.1% | $12,998-59.6% | $13,397-60.8% |