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 | $339,449 | $171,865+97.5% | $149,718+126.7% | $147,584+130.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 19.97% | 2113.22%-2093.3pp | 1501.63%-1481.7pp | 578.55%-558.6pp |
| Employer contribution / active EE | $5,968 | $6,275-4.9% | $5,445+9.6% | $4,876+22.4% |
| Participant deferral / active EE | $15,783 | $7,271+117.1% | $6,569+140.3% | $5,439+190.2% |
| Admin fee / account holder | $19,852 | $13,799+43.9% | $11,283+75.9% | $10,885+82.4% |