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 | $291,692 | $159,901+82.4% | $146,958+98.5% | $145,922+99.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.80% | 98.13%-79.3pp | 418.34%-399.5pp | 561.29%-542.5pp |
| Employer contribution / active EE | $13,850 | $5,286+162.0% | $4,933+180.8% | $4,660+197.2% |
| Participant deferral / active EE | $16,098 | $8,428+91.0% | $8,070+99.5% | $6,688+140.7% |
| Admin fee / account holder | $33,874 | $15,044+125.2% | $12,998+160.6% | $13,397+152.8% |