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 | $553,479 | $159,901+246.1% | $146,958+276.6% | $145,922+279.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.85% | 98.13%-83.3pp | 418.34%-403.5pp | 561.29%-546.4pp |
| Employer contribution / active EE | $13,939 | $5,286+163.7% | $4,933+182.6% | $4,660+199.1% |
| Participant deferral / active EE | $22,336 | $8,428+165.0% | $8,070+176.8% | $6,688+234.0% |
| Admin fee / account holder | $152,520 | $15,044+913.8% | $12,998+1073.4% | $13,397+1038.5% |