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 | $431,702 | $150,440+187.0% | $136,294+216.7% | $147,584+192.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 10.83% | 1049.08%-1038.2pp | 5155.94%-5145.1pp | 578.55%-567.7pp |
| Employer contribution / active EE | $14,498 | $5,256+175.8% | $4,695+208.8% | $4,876+197.3% |
| Participant deferral / active EE | $10,050 | $6,630+51.6% | $6,247+60.9% | $5,439+84.8% |
| Admin fee / account holder | $45,352 | $10,905+315.9% | $9,243+390.6% | $10,885+316.6% |