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 | $270,794 | $171,865+57.6% | $149,718+80.9% | $147,584+83.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 14.67% | 2113.22%-2098.5pp | 1501.63%-1487.0pp | 578.55%-563.9pp |
| Employer contribution / active EE | $9,726 | $6,275+55.0% | $5,445+78.6% | $4,876+99.4% |
| Participant deferral / active EE | $8,750 | $7,271+20.3% | $6,569+33.2% | $5,439+60.9% |
| Admin fee / account holder | $701 | $13,799-94.9% | $11,283-93.8% | $10,885-93.6% |