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 | $551,458 | $171,865+220.9% | $149,718+268.3% | $147,584+273.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.46% | 2113.22%-2098.8pp | 1501.63%-1487.2pp | 578.55%-564.1pp |
| Employer contribution / active EE | $8,190 | $6,275+30.5% | $5,445+50.4% | $4,876+68.0% |
| Participant deferral / active EE | $13,720 | $7,271+88.7% | $6,569+108.9% | $5,439+152.3% |
| Admin fee / account holder | $2,128 | $13,799-84.6% | $11,283-81.1% | $10,885-80.5% |