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 | $699,151 | $171,865+306.8% | $149,718+367.0% | $147,584+373.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 20.73% | 2113.22%-2092.5pp | 1501.63%-1480.9pp | 578.55%-557.8pp |
| Employer contribution / active EE | $8,380 | $6,275+33.5% | $5,445+53.9% | $4,876+71.8% |
| Participant deferral / active EE | $24,000 | $7,271+230.1% | $6,569+265.4% | $5,439+341.3% |
| Admin fee / account holder | $2,275 | $13,799-83.5% | $11,283-79.8% | $10,885-79.1% |