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 6-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 | $390,955 | $99,020+294.8% | $86,590+351.5% | $147,584+164.9% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 141.01% | 1312.34%-1171.3pp | 964.84%-823.8pp | 578.55%-437.5pp |
| Employer contribution / active EE | $5,188 | $3,132+65.6% | $2,839+82.7% | $4,876+6.4% |
| Participant deferral / active EE | $10,063 | $3,972+153.3% | $3,609+178.8% | $5,439+85.0% |
| Admin fee / account holder | $551,766 | $5,710+9562.6% | $4,906+11147.6% | $10,885+4968.9% |