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 | $293,607 | $150,440+95.2% | $136,294+115.4% | $147,584+98.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.67% | 1049.08%-1029.4pp | 5155.94%-5136.3pp | 578.55%-558.9pp |
| Employer contribution / active EE | $13,889 | $5,256+164.2% | $4,695+195.8% | $4,876+184.8% |
| Participant deferral / active EE | $9,111 | $6,630+37.4% | $6,247+45.8% | $5,439+67.5% |
| Admin fee / account holder | $418,778 | $10,905+3740.1% | $9,243+4430.6% | $10,885+3747.2% |