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 | $629,673 | $171,865+266.4% | $149,718+320.6% | $147,584+326.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.25% | 2113.22%-2098.0pp | 1501.63%-1486.4pp | 578.55%-563.3pp |
| Employer contribution / active EE | $23,366 | $6,275+272.4% | $5,445+329.1% | $4,876+379.2% |
| Participant deferral / active EE | $17,846 | $7,271+145.5% | $6,569+171.7% | $5,439+228.1% |
| Admin fee / account holder | $3,307 | $13,799-76.0% | $11,283-70.7% | $10,885-69.6% |