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 | $263,790 | $171,865+53.5% | $149,718+76.2% | $147,584+78.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 25.44% | 2113.22%-2087.8pp | 1501.63%-1476.2pp | 578.55%-553.1pp |
| Employer contribution / active EE | $5,875 | $6,275-6.4% | $5,445+7.9% | $4,876+20.5% |
| Participant deferral / active EE | $15,158 | $7,271+108.5% | $6,569+130.8% | $5,439+178.7% |
| Admin fee / account holder | $26,369 | $13,799+91.1% | $11,283+133.7% | $10,885+142.2% |