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 | $284,861 | $70,587+303.6% | $124,672+128.5% | $85,850+231.8% |
| Participation rate | 98.5% | 64.4%+34.1pp | 74.6%+23.9pp | 69.3%+29.2pp |
| Annual return | 27.34% | 20688.83%-20661.5pp | 5142.93%-5115.6pp | 318.53%-291.2pp |
| Employer contribution / active EE | $16,321 | $1,913+753.0% | $3,324+391.1% | $2,565+536.3% |
| Participant deferral / active EE | $0 | $2,969-100.0% | $4,614-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,551 | $5,282-51.7% | $7,493-66.0% | $6,260-59.3% |