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 | $698,437 | $159,901+336.8% | $146,958+375.3% | $145,922+378.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.13% | 98.13%-78.0pp | 418.34%-398.2pp | 561.29%-541.2pp |
| Employer contribution / active EE | $3,400 | $5,286-35.7% | $4,933-31.1% | $4,660-27.0% |
| Participant deferral / active EE | $11,364 | $8,428+34.8% | $8,070+40.8% | $6,688+69.9% |
| Admin fee / account holder | $31,680 | $15,044+110.6% | $12,998+143.7% | $13,397+136.5% |