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 | $291,127 | $171,865+69.4% | $149,718+94.5% | $147,584+97.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 104.23% | 2113.22%-2009.0pp | 1501.63%-1397.4pp | 578.55%-474.3pp |
| Employer contribution / active EE | $2,539 | $6,275-59.5% | $5,445-53.4% | $4,876-47.9% |
| Participant deferral / active EE | $2,714 | $7,271-62.7% | $6,569-58.7% | $5,439-50.1% |
| Admin fee / account holder | $3,471 | $13,799-74.8% | $11,283-69.2% | $10,885-68.1% |