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 | $441,509 | $171,865+156.9% | $149,718+194.9% | $147,584+199.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.30% | 2113.22%-2094.9pp | 1501.63%-1483.3pp | 578.55%-560.3pp |
| Employer contribution / active EE | $19,581 | $6,275+212.0% | $5,445+259.6% | $4,876+301.5% |
| Participant deferral / active EE | $10,621 | $7,271+46.1% | $6,569+61.7% | $5,439+95.3% |
| Admin fee / account holder | $926 | $13,799-93.3% | $11,283-91.8% | $10,885-91.5% |