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 | $350,676 | $159,901+119.3% | $146,958+138.6% | $145,922+140.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.47% | 98.13%-84.7pp | 418.34%-404.9pp | 561.29%-547.8pp |
| Employer contribution / active EE | $8,204 | $5,286+55.2% | $4,933+66.3% | $4,660+76.1% |
| Participant deferral / active EE | $12,904 | $8,428+53.1% | $8,070+59.9% | $6,688+92.9% |
| Admin fee / account holder | $8,216 | $15,044-45.4% | $12,998-36.8% | $13,397-38.7% |