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 | $880,136 | $171,865+412.1% | $149,718+487.9% | $147,584+496.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 87.38% | 2113.22%-2025.8pp | 1501.63%-1414.2pp | 578.55%-491.2pp |
| Employer contribution / active EE | $24,685 | $6,275+293.4% | $5,445+353.4% | $4,876+406.2% |
| Participant deferral / active EE | $15,750 | $7,271+116.6% | $6,569+139.8% | $5,439+189.6% |
| Admin fee / account holder | $1,651 | $13,799-88.0% | $11,283-85.4% | $10,885-84.8% |