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 | $381,618 | $171,865+122.0% | $149,718+154.9% | $147,584+158.6% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.86% | 2113.22%-2092.4pp | 1501.63%-1480.8pp | 578.55%-557.7pp |
| Employer contribution / active EE | $5,556 | $6,275-11.5% | $5,445+2.0% | $4,876+13.9% |
| Participant deferral / active EE | $9,495 | $7,271+30.6% | $6,569+44.5% | $5,439+74.6% |
| Admin fee / account holder | $5,966 | $13,799-56.8% | $11,283-47.1% | $10,885-45.2% |