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 | $535,228 | $180,449+196.6% | $154,107+247.3% | $135,375+295.4% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | 5554.28% | 888.09%+4666.2pp | 735.12%+4819.2pp | 519.73%+5034.5pp |
| Employer contribution / active EE | $15,000 | $6,035+148.6% | $5,298+183.2% | $4,779+213.9% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $24,437 | $16,143+51.4% | $13,411+82.2% | $10,827+125.7% |