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 | $387,763 | $171,865+125.6% | $149,718+159.0% | $147,584+162.7% |
| Participation rate | 91.7% | 88.2%+3.5pp | 87.1%+4.6pp | 82.8%+8.8pp |
| Annual return | 15.81% | 2113.22%-2097.4pp | 1501.63%-1485.8pp | 578.55%-562.7pp |
| Employer contribution / active EE | $18,692 | $6,275+197.9% | $5,445+243.3% | $4,876+283.3% |
| Participant deferral / active EE | $13,748 | $7,271+89.1% | $6,569+109.3% | $5,439+152.8% |
| Admin fee / account holder | $547,676 | $13,799+3868.8% | $11,283+4754.1% | $10,885+4931.3% |