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 | $611,220 | $171,865+255.6% | $149,718+308.2% | $147,584+314.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.01% | 2113.22%-2098.2pp | 1501.63%-1486.6pp | 578.55%-563.5pp |
| Employer contribution / active EE | $16,176 | $6,275+157.8% | $5,445+197.1% | $4,876+231.7% |
| Participant deferral / active EE | $13,291 | $7,271+82.8% | $6,569+102.3% | $5,439+144.4% |
| Admin fee / account holder | $127,675 | $13,799+825.2% | $11,283+1031.6% | $10,885+1072.9% |