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 | $776,601 | $171,865+351.9% | $149,718+418.7% | $147,584+426.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.98% | 2113.22%-2094.2pp | 1501.63%-1482.6pp | 578.55%-559.6pp |
| Employer contribution / active EE | $19,576 | $6,275+212.0% | $5,445+259.5% | $4,876+301.4% |
| Participant deferral / active EE | $11,890 | $7,271+63.5% | $6,569+81.0% | $5,439+118.6% |
| Admin fee / account holder | $20,581 | $13,799+49.1% | $11,283+82.4% | $10,885+89.1% |