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 | $303,070 | $171,865+76.3% | $149,718+102.4% | $147,584+105.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.18% | 2113.22%-2102.0pp | 1501.63%-1490.4pp | 578.55%-567.4pp |
| Employer contribution / active EE | $3,513 | $6,275-44.0% | $5,445-35.5% | $4,876-28.0% |
| Participant deferral / active EE | $5,995 | $7,271-17.5% | $6,569-8.7% | $5,439+10.2% |
| Admin fee / account holder | $36,657 | $13,799+165.6% | $11,283+224.9% | $10,885+236.8% |