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 8-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 | $566,256 | $171,865+229.5% | $149,718+278.2% | $147,584+283.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.28% | 2113.22%-2101.9pp | 1501.63%-1490.3pp | 578.55%-567.3pp |
| Employer contribution / active EE | $20,919 | $6,275+233.4% | $5,445+284.2% | $4,876+329.0% |
| Participant deferral / active EE | $18,400 | $7,271+153.1% | $6,569+180.1% | $5,439+238.3% |
| Admin fee / account holder | $9,944 | $13,799-27.9% | $11,283-11.9% | $10,885-8.7% |