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 | $1,261,116 | $171,865+633.8% | $149,718+742.3% | $147,584+754.5% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 18.69% | 2113.22%-2094.5pp | 1501.63%-1482.9pp | 578.55%-559.9pp |
| Employer contribution / active EE | $12,374 | $6,275+97.2% | $5,445+127.3% | $4,876+153.8% |
| Participant deferral / active EE | $15,000 | $7,271+106.3% | $6,569+128.3% | $5,439+175.8% |
| Admin fee / account holder | $11,875 | $13,799-13.9% | $11,283+5.2% | $10,885+9.1% |