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 | $305,930 | $171,865+78.0% | $149,718+104.3% | $147,584+107.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.63% | 2113.22%-2094.6pp | 1501.63%-1483.0pp | 578.55%-559.9pp |
| Employer contribution / active EE | $8,278 | $6,275+31.9% | $5,445+52.0% | $4,876+69.8% |
| Participant deferral / active EE | $14,989 | $7,271+106.1% | $6,569+128.2% | $5,439+175.6% |
| Admin fee / account holder | $17,329 | $13,799+25.6% | $11,283+53.6% | $10,885+59.2% |