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 9-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 | $297,527 | $171,865+73.1% | $149,718+98.7% | $147,584+101.6% |
| Participation rate | 72.2% | 88.2%-16.0pp | 87.1%-14.8pp | 82.8%-10.6pp |
| Annual return | 19.66% | 2113.22%-2093.6pp | 1501.63%-1482.0pp | 578.55%-558.9pp |
| Employer contribution / active EE | $1,889 | $6,275-69.9% | $5,445-65.3% | $4,876-61.3% |
| Participant deferral / active EE | $14,533 | $7,271+99.9% | $6,569+121.2% | $5,439+167.2% |
| Admin fee / account holder | $713 | $13,799-94.8% | $11,283-93.7% | $10,885-93.5% |