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 | $367,023 | $83,902+337.4% | $167,512+119.1% | $84,808+332.8% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 14.97% | 91.55%-76.6pp | 1615.79%-1600.8pp | 40.90%-25.9pp |
| Employer contribution / active EE | $12,435 | $2,264+449.3% | $3,882+220.4% | $2,631+372.6% |
| Participant deferral / active EE | $15,930 | $4,442+258.6% | $6,405+148.7% | $4,212+278.2% |
| Admin fee / account holder | $16,451 | $7,915+107.8% | $9,769+68.4% | $7,344+124.0% |