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 | $285,694 | $171,865+66.2% | $149,718+90.8% | $147,584+93.6% |
| Participation rate | 92.3% | 88.2%+4.1pp | 87.1%+5.2pp | 82.8%+9.5pp |
| Annual return | 24.71% | 2113.22%-2088.5pp | 1501.63%-1476.9pp | 578.55%-553.8pp |
| Employer contribution / active EE | $12,303 | $6,275+96.1% | $5,445+126.0% | $4,876+152.3% |
| Participant deferral / active EE | $9,098 | $7,271+25.1% | $6,569+38.5% | $5,439+67.3% |
| Admin fee / account holder | $1,038 | $13,799-92.5% | $11,283-90.8% | $10,885-90.5% |