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 | $305,567 | $159,901+91.1% | $146,958+107.9% | $145,922+109.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.97% | 98.13%-83.2pp | 418.34%-403.4pp | 561.29%-546.3pp |
| Employer contribution / active EE | $8,015 | $5,286+51.6% | $4,933+62.5% | $4,660+72.0% |
| Participant deferral / active EE | $16,357 | $8,428+94.1% | $8,070+102.7% | $6,688+144.6% |
| Admin fee / account holder | $1,806 | $15,044-88.0% | $12,998-86.1% | $13,397-86.5% |