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 | $325,080 | $171,865+89.1% | $149,718+117.1% | $147,584+120.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.53% | 2113.22%-2096.7pp | 1501.63%-1485.1pp | 578.55%-562.0pp |
| Employer contribution / active EE | $12,532 | $6,275+99.7% | $5,445+130.2% | $4,876+157.0% |
| Participant deferral / active EE | $10,400 | $7,271+43.0% | $6,569+58.3% | $5,439+91.2% |
| Admin fee / account holder | $13,157 | $13,799-4.7% | $11,283+16.6% | $10,885+20.9% |