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 | $448,005 | $159,901+180.2% | $146,958+204.9% | $145,922+207.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.76% | 98.13%-84.4pp | 418.34%-404.6pp | 561.29%-547.5pp |
| Employer contribution / active EE | $8,177 | $5,286+54.7% | $4,933+65.8% | $4,660+75.5% |
| Participant deferral / active EE | $15,685 | $8,428+86.1% | $8,070+94.4% | $6,688+134.5% |
| Admin fee / account holder | $3,799 | $15,044-74.8% | $12,998-70.8% | $13,397-71.6% |