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 9-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 | $283,944 | $171,865+65.2% | $149,718+89.7% | $147,584+92.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 1431.73% | 2113.22%-681.5pp | 1501.63%-69.9pp | 578.55%+853.2pp |
| Employer contribution / active EE | $16,309 | $6,275+159.9% | $5,445+199.5% | $4,876+234.5% |
| Participant deferral / active EE | $10,470 | $7,271+44.0% | $6,569+59.4% | $5,439+92.5% |
| Admin fee / account holder | $7,572 | $13,799-45.1% | $11,283-32.9% | $10,885-30.4% |