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 | $466,031 | $171,865+171.2% | $149,718+211.3% | $147,584+215.8% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 17.85% | 2113.22%-2095.4pp | 1501.63%-1483.8pp | 578.55%-560.7pp |
| Employer contribution / active EE | $5,674 | $6,275-9.6% | $5,445+4.2% | $4,876+16.3% |
| Participant deferral / active EE | $14,151 | $7,271+94.6% | $6,569+115.4% | $5,439+160.2% |
| Admin fee / account holder | $21,653 | $13,799+56.9% | $11,283+91.9% | $10,885+98.9% |