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 | $369,762 | $171,865+115.1% | $149,718+147.0% | $147,584+150.5% |
| Participation rate | 90.0% | 88.2%+1.8pp | 87.1%+2.9pp | 82.8%+7.2pp |
| Annual return | 30.66% | 2113.22%-2082.6pp | 1501.63%-1471.0pp | 578.55%-547.9pp |
| Employer contribution / active EE | $14,097 | $6,275+124.6% | $5,445+158.9% | $4,876+189.1% |
| Participant deferral / active EE | $10,611 | $7,271+45.9% | $6,569+61.5% | $5,439+95.1% |
| Admin fee / account holder | $1,295 | $13,799-90.6% | $11,283-88.5% | $10,885-88.1% |