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 | $393,742 | $171,865+129.1% | $149,718+163.0% | $147,584+166.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.86% | 2113.22%-2101.4pp | 1501.63%-1489.8pp | 578.55%-566.7pp |
| Employer contribution / active EE | $2,473 | $6,275-60.6% | $5,445-54.6% | $4,876-49.3% |
| Participant deferral / active EE | $16,183 | $7,271+122.6% | $6,569+146.4% | $5,439+197.5% |
| Admin fee / account holder | $2,588 | $13,799-81.2% | $11,283-77.1% | $10,885-76.2% |