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 | $354,679 | $76,785+361.9% | $56,441+528.4% | $145,959+143.0% |
| Participation rate | 100.0% | 63.2%+36.8pp | 52.5%+47.5pp | 80.3%+19.7pp |
| Annual return | 16.26% | 3000.51%-2984.3pp | 1704.21%-1688.0pp | 561.95%-545.7pp |
| Employer contribution / active EE | $25,727 | $1,381+1763.5% | $1,039+2375.9% | $4,661+452.0% |
| Participant deferral / active EE | $15,250 | $2,624+481.2% | $1,953+680.9% | $6,689+128.0% |
| Admin fee / account holder | $3,186 | $3,334-4.4% | $2,829+12.6% | $13,398-76.2% |