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 | $612,676 | $150,440+307.3% | $136,294+349.5% | $147,584+315.1% |
| Participation rate | 90.9% | 84.4%+6.5pp | 81.9%+9.0pp | 82.8%+8.1pp |
| Annual return | 23.79% | 1049.08%-1025.3pp | 5155.94%-5132.1pp | 578.55%-554.8pp |
| Employer contribution / active EE | $10,328 | $5,256+96.5% | $4,695+120.0% | $4,876+111.8% |
| Participant deferral / active EE | $11,299 | $6,630+70.4% | $6,247+80.9% | $5,439+107.7% |
| Admin fee / account holder | $926 | $10,905-91.5% | $9,243-90.0% | $10,885-91.5% |