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 | $449,007 | $150,440+198.5% | $136,294+229.4% | $147,584+204.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 115.82% | 1049.08%-933.3pp | 5155.94%-5040.1pp | 578.55%-462.7pp |
| Employer contribution / active EE | $4,820 | $5,256-8.3% | $4,695+2.6% | $4,876-1.2% |
| Participant deferral / active EE | $21,217 | $6,630+220.0% | $6,247+239.6% | $5,439+290.1% |
| Admin fee / account holder | $117,032 | $10,905+973.2% | $9,243+1166.1% | $10,885+975.1% |