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 | $321,467 | $171,865+87.0% | $149,718+114.7% | $147,584+117.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.65% | 2113.22%-2101.6pp | 1501.63%-1490.0pp | 578.55%-566.9pp |
| Employer contribution / active EE | $10,421 | $6,275+66.1% | $5,445+91.4% | $4,876+113.7% |
| Participant deferral / active EE | $12,600 | $7,271+73.3% | $6,569+91.8% | $5,439+131.7% |
| Admin fee / account holder | $167,670 | $13,799+1115.0% | $11,283+1386.1% | $10,885+1440.3% |