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 | $651,074 | $171,865+278.8% | $149,718+334.9% | $147,584+341.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 12.80% | 2113.22%-2100.4pp | 1501.63%-1488.8pp | 578.55%-565.7pp |
| Employer contribution / active EE | $15,379 | $6,275+145.1% | $5,445+182.5% | $4,876+215.4% |
| Participant deferral / active EE | $5,665 | $7,271-22.1% | $6,569-13.8% | $5,439+4.2% |
| Admin fee / account holder | $31,592 | $13,799+128.9% | $11,283+180.0% | $10,885+190.2% |