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 | $545,565 | $171,865+217.4% | $149,718+264.4% | $147,584+269.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 10.04% | 2113.22%-2103.2pp | 1501.63%-1491.6pp | 578.55%-568.5pp |
| Employer contribution / active EE | $27,645 | $6,275+340.5% | $5,445+407.7% | $4,876+466.9% |
| Participant deferral / active EE | $24,000 | $7,271+230.1% | $6,569+265.4% | $5,439+341.3% |
| Admin fee / account holder | $17,508 | $13,799+26.9% | $11,283+55.2% | $10,885+60.8% |