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 | $352,585 | $171,865+105.2% | $149,718+135.5% | $147,584+138.9% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 9.97% | 2113.22%-2103.2pp | 1501.63%-1491.7pp | 578.55%-568.6pp |
| Employer contribution / active EE | $6,250 | $6,275-0.4% | $5,445+14.8% | $4,876+28.2% |
| Participant deferral / active EE | $9,000 | $7,271+23.8% | $6,569+37.0% | $5,439+65.5% |
| Admin fee / account holder | $13,020 | $13,799-5.7% | $11,283+15.4% | $10,885+19.6% |