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 | $844,443 | $171,865+391.3% | $149,718+464.0% | $147,584+472.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 22.04% | 2113.22%-2091.2pp | 1501.63%-1479.6pp | 578.55%-556.5pp |
| Employer contribution / active EE | $24,000 | $6,275+282.5% | $5,445+340.8% | $4,876+392.2% |
| Participant deferral / active EE | $24,000 | $7,271+230.1% | $6,569+265.4% | $5,439+341.3% |
| Admin fee / account holder | $348,590 | $13,799+2426.1% | $11,283+2989.6% | $10,885+3102.4% |