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 | $640,308 | $171,865+272.6% | $149,718+327.7% | $147,584+333.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.47% | 2113.22%-2101.7pp | 1501.63%-1490.2pp | 578.55%-567.1pp |
| Employer contribution / active EE | $39,924 | $6,275+536.2% | $5,445+633.2% | $4,876+718.7% |
| Participant deferral / active EE | $8,583 | $7,271+18.1% | $6,569+30.7% | $5,439+57.8% |
| Admin fee / account holder | $32,558 | $13,799+135.9% | $11,283+188.6% | $10,885+199.1% |