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 | $544,415 | $171,865+216.8% | $149,718+263.6% | $147,584+268.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.02% | 2113.22%-2103.2pp | 1501.63%-1491.6pp | 578.55%-568.5pp |
| Employer contribution / active EE | $10,526 | $6,275+67.7% | $5,445+93.3% | $4,876+115.9% |
| Participant deferral / active EE | $7,935 | $7,271+9.1% | $6,569+20.8% | $5,439+45.9% |
| Admin fee / account holder | $875 | $13,799-93.7% | $11,283-92.2% | $10,885-92.0% |