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 | $303,840 | $171,865+76.8% | $149,718+102.9% | $147,584+105.9% |
| Participation rate | 94.1% | 88.2%+5.9pp | 87.1%+7.0pp | 82.8%+11.3pp |
| Annual return | 16.67% | 2113.22%-2096.5pp | 1501.63%-1485.0pp | 578.55%-561.9pp |
| Employer contribution / active EE | $26,600 | $6,275+323.9% | $5,445+388.5% | $4,876+445.5% |
| Participant deferral / active EE | $16,356 | $7,271+125.0% | $6,569+149.0% | $5,439+200.7% |
| Admin fee / account holder | $43,638 | $13,799+216.2% | $11,283+286.8% | $10,885+300.9% |