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 | $952,543 | $171,865+454.2% | $149,718+536.2% | $147,584+545.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.17% | 2113.22%-2101.0pp | 1501.63%-1489.5pp | 578.55%-566.4pp |
| Employer contribution / active EE | $15,649 | $6,275+149.4% | $5,445+187.4% | $4,876+220.9% |
| Participant deferral / active EE | $20,976 | $7,271+188.5% | $6,569+219.3% | $5,439+285.7% |
| Admin fee / account holder | $32,500 | $13,799+135.5% | $11,283+188.1% | $10,885+198.6% |