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 | $324,586 | $171,865+88.9% | $149,718+116.8% | $147,584+119.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.22% | 2113.22%-2103.0pp | 1501.63%-1491.4pp | 578.55%-568.3pp |
| Employer contribution / active EE | $6,435 | $6,275+2.5% | $5,445+18.2% | $4,876+32.0% |
| Participant deferral / active EE | $25,740 | $7,271+254.0% | $6,569+291.8% | $5,439+373.3% |
| Admin fee / account holder | $1,075 | $13,799-92.2% | $11,283-90.5% | $10,885-90.1% |