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 | $300,293 | $171,865+74.7% | $149,718+100.6% | $147,584+103.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.12% | 2113.22%-2099.1pp | 1501.63%-1487.5pp | 578.55%-564.4pp |
| Employer contribution / active EE | $12,436 | $6,275+98.2% | $5,445+128.4% | $4,876+155.0% |
| Participant deferral / active EE | $6,396 | $7,271-12.0% | $6,569-2.6% | $5,439+17.6% |
| Admin fee / account holder | $1,704 | $13,799-87.6% | $11,283-84.9% | $10,885-84.3% |