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 | $426,709 | $171,865+148.3% | $149,718+185.0% | $147,584+189.1% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.58% | 2113.22%-2098.6pp | 1501.63%-1487.0pp | 578.55%-564.0pp |
| Employer contribution / active EE | $13,231 | $6,275+110.8% | $5,445+143.0% | $4,876+171.3% |
| Participant deferral / active EE | $10,426 | $7,271+43.4% | $6,569+58.7% | $5,439+91.7% |
| Admin fee / account holder | $35,519 | $13,799+157.4% | $11,283+214.8% | $10,885+226.3% |