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 5-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 | $434,038 | $217,402+99.6% | $185,823+133.6% | $167,490+159.1% |
| Participation rate | 75.0% | 86.0%-11.0pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 2142.08% | 148.36%+1993.7pp | 122.05%+2020.0pp | 478.56%+1663.5pp |
| Employer contribution / active EE | $16,184 | $5,873+175.6% | $5,167+213.2% | $4,837+234.5% |
| Participant deferral / active EE | $17,875 | $6,356+181.2% | $5,568+221.0% | $6,341+181.9% |
| Admin fee / account holder | $1,754 | $19,811-91.1% | $16,237-89.2% | $12,309-85.8% |