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 8-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 | $259,753 | $89,355+190.7% | $141,162+84.0% | $72,985+255.9% |
| Participation rate | 93.5% | 75.1%+18.4pp | 82.5%+11.1pp | 69.5%+24.1pp |
| Annual return | 1755742.21% | 111.85%+1755630.4pp | 71.39%+1755670.8pp | 81.00%+1755661.2pp |
| Employer contribution / active EE | $3,808 | $3,114+22.3% | $4,735-19.6% | $2,440+56.1% |
| Participant deferral / active EE | $12,886 | $5,418+137.8% | $6,709+92.1% | $3,607+257.2% |
| Admin fee / account holder | $20,956 | $5,958+251.7% | $10,261+104.2% | $5,124+308.9% |