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 | $464,387 | $83,902+453.5% | $167,512+177.2% | $84,808+447.6% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 17.45% | 91.55%-74.1pp | 1615.79%-1598.3pp | 40.90%-23.4pp |
| Employer contribution / active EE | $15,160 | $2,264+569.7% | $3,882+290.6% | $2,631+476.2% |
| Participant deferral / active EE | $12,190 | $4,442+174.4% | $6,405+90.3% | $4,212+189.4% |
| Admin fee / account holder | $24,030 | $7,915+203.6% | $9,769+146.0% | $7,344+227.2% |