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 | $430,220 | $171,865+150.3% | $149,718+187.4% | $147,584+191.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 85.03% | 2113.22%-2028.2pp | 1501.63%-1416.6pp | 578.55%-493.5pp |
| Employer contribution / active EE | $4,547 | $6,275-27.5% | $5,445-16.5% | $4,876-6.8% |
| Participant deferral / active EE | $12,400 | $7,271+70.5% | $6,569+88.8% | $5,439+128.0% |
| Admin fee / account holder | $340,017 | $13,799+2364.0% | $11,283+2913.6% | $10,885+3023.6% |