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 | $330,931 | $171,865+92.6% | $149,718+121.0% | $147,584+124.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 23.67% | 2113.22%-2089.5pp | 1501.63%-1478.0pp | 578.55%-554.9pp |
| Employer contribution / active EE | $16,656 | $6,275+165.4% | $5,445+205.9% | $4,876+241.6% |
| Participant deferral / active EE | $11,475 | $7,271+57.8% | $6,569+74.7% | $5,439+111.0% |
| Admin fee / account holder | $1,219,207 | $13,799+8735.2% | $11,283+10706.0% | $10,885+11100.5% |