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 4-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 | $470,131 | $159,901+194.0% | $146,958+219.9% | $145,922+222.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.04% | 98.13%-87.1pp | 418.34%-407.3pp | 561.29%-550.2pp |
| Employer contribution / active EE | $8,736 | $5,286+65.3% | $4,933+77.1% | $4,660+87.5% |
| Participant deferral / active EE | $12,693 | $8,428+50.6% | $8,070+57.3% | $6,688+89.8% |
| Admin fee / account holder | $3,759 | $15,044-75.0% | $12,998-71.1% | $13,397-71.9% |