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 | $273,796 | $171,865+59.3% | $149,718+82.9% | $147,584+85.5% |
| Participation rate | 95.0% | 88.2%+6.8pp | 87.1%+7.9pp | 82.8%+12.2pp |
| Annual return | 19.92% | 2113.22%-2093.3pp | 1501.63%-1481.7pp | 578.55%-558.6pp |
| Employer contribution / active EE | $17,184 | $6,275+173.8% | $5,445+215.6% | $4,876+252.4% |
| Participant deferral / active EE | $12,642 | $7,271+73.9% | $6,569+92.5% | $5,439+132.5% |
| Admin fee / account holder | $31,264 | $13,799+126.6% | $11,283+177.1% | $10,885+187.2% |