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 | $581,735 | $171,865+238.5% | $149,718+288.6% | $147,584+294.2% |
| Participation rate | 85.7% | 88.2%-2.5pp | 87.1%-1.4pp | 82.8%+2.9pp |
| Annual return | 17.11% | 2113.22%-2096.1pp | 1501.63%-1484.5pp | 578.55%-561.4pp |
| Employer contribution / active EE | $15,157 | $6,275+141.5% | $5,445+178.4% | $4,876+210.8% |
| Participant deferral / active EE | $14,849 | $7,271+104.2% | $6,569+126.0% | $5,439+173.0% |
| Admin fee / account holder | $29,546 | $13,799+114.1% | $11,283+161.9% | $10,885+171.4% |