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 | $395,521 | $171,865+130.1% | $149,718+164.2% | $147,584+168.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 21.92% | 2113.22%-2091.3pp | 1501.63%-1479.7pp | 578.55%-556.6pp |
| Employer contribution / active EE | $18,750 | $6,275+198.8% | $5,445+244.4% | $4,876+284.5% |
| Participant deferral / active EE | $7,199 | $7,271-1.0% | $6,569+9.6% | $5,439+32.4% |
| Admin fee / account holder | $20,390 | $13,799+47.8% | $11,283+80.7% | $10,885+87.3% |