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 | $371,655 | $159,901+132.4% | $146,958+152.9% | $145,922+154.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.18% | 98.13%-84.0pp | 418.34%-404.2pp | 561.29%-547.1pp |
| Employer contribution / active EE | $16,464 | $5,286+211.5% | $4,933+233.8% | $4,660+253.3% |
| Participant deferral / active EE | $10,560 | $8,428+25.3% | $8,070+30.9% | $6,688+57.9% |
| Admin fee / account holder | $20,168 | $15,044+34.1% | $12,998+55.2% | $13,397+50.5% |