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 | $329,127 | $171,865+91.5% | $149,718+119.8% | $147,584+123.0% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 16.49% | 2113.22%-2096.7pp | 1501.63%-1485.1pp | 578.55%-562.1pp |
| Employer contribution / active EE | $12,811 | $6,275+104.1% | $5,445+135.3% | $4,876+162.7% |
| Participant deferral / active EE | $10,843 | $7,271+49.1% | $6,569+65.1% | $5,439+99.4% |
| Admin fee / account holder | $25,857 | $13,799+87.4% | $11,283+129.2% | $10,885+137.5% |