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 | $363,842 | $171,865+111.7% | $149,718+143.0% | $147,584+146.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.53% | 2113.22%-2103.7pp | 1501.63%-1492.1pp | 578.55%-569.0pp |
| Employer contribution / active EE | $24,662 | $6,275+293.0% | $5,445+352.9% | $4,876+405.7% |
| Participant deferral / active EE | $14,692 | $7,271+102.1% | $6,569+123.7% | $5,439+170.1% |
| Admin fee / account holder | $230,064 | $13,799+1567.2% | $11,283+1939.1% | $10,885+2013.5% |