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 | $948,134 | $171,865+451.7% | $149,718+533.3% | $147,584+542.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.05% | 2113.22%-2101.2pp | 1501.63%-1489.6pp | 578.55%-566.5pp |
| Employer contribution / active EE | $25,464 | $6,275+305.8% | $5,445+367.7% | $4,876+422.2% |
| Participant deferral / active EE | $20,750 | $7,271+185.4% | $6,569+215.9% | $5,439+281.5% |
| Admin fee / account holder | $85,470 | $13,799+519.4% | $11,283+657.5% | $10,885+685.2% |