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 | $319,403 | $171,865+85.8% | $149,718+113.3% | $147,584+116.4% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.27% | 2113.22%-2096.9pp | 1501.63%-1485.4pp | 578.55%-562.3pp |
| Employer contribution / active EE | $5,775 | $6,275-8.0% | $5,445+6.1% | $4,876+18.4% |
| Participant deferral / active EE | $11,551 | $7,271+58.9% | $6,569+75.8% | $5,439+112.4% |
| Admin fee / account holder | $17,633 | $13,799+27.8% | $11,283+56.3% | $10,885+62.0% |