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 | $499,735 | $171,865+190.8% | $149,718+233.8% | $147,584+238.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.05% | 2113.22%-2102.2pp | 1501.63%-1490.6pp | 578.55%-567.5pp |
| Employer contribution / active EE | $21,740 | $6,275+246.4% | $5,445+299.3% | $4,876+345.8% |
| Participant deferral / active EE | $12,436 | $7,271+71.0% | $6,569+89.3% | $5,439+128.6% |
| Admin fee / account holder | $17,000 | $13,799+23.2% | $11,283+50.7% | $10,885+56.2% |