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 | $393,539 | $171,865+129.0% | $149,718+162.9% | $147,584+166.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 24.64% | 2113.22%-2088.6pp | 1501.63%-1477.0pp | 578.55%-553.9pp |
| Employer contribution / active EE | $5,087 | $6,275-18.9% | $5,445-6.6% | $4,876+4.3% |
| Participant deferral / active EE | $13,796 | $7,271+89.7% | $6,569+110.0% | $5,439+153.7% |
| Admin fee / account holder | $2,279 | $13,799-83.5% | $11,283-79.8% | $10,885-79.1% |