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 | $277,831 | $171,865+61.7% | $149,718+85.6% | $147,584+88.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 11.43% | 2113.22%-2101.8pp | 1501.63%-1490.2pp | 578.55%-567.1pp |
| Employer contribution / active EE | $7,143 | $6,275+13.8% | $5,445+31.2% | $4,876+46.5% |
| Participant deferral / active EE | $10,643 | $7,271+46.4% | $6,569+62.0% | $5,439+95.7% |
| Admin fee / account holder | $6,946 | $13,799-49.7% | $11,283-38.4% | $10,885-36.2% |