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 | $447,649 | $159,901+180.0% | $146,958+204.6% | $145,922+206.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.82% | 98.13%-74.3pp | 418.34%-394.5pp | 561.29%-537.5pp |
| Employer contribution / active EE | $13,506 | $5,286+155.5% | $4,933+173.8% | $4,660+189.8% |
| Participant deferral / active EE | $4,375 | $8,428-48.1% | $8,070-45.8% | $6,688-34.6% |
| Admin fee / account holder | $5,020 | $15,044-66.6% | $12,998-61.4% | $13,397-62.5% |