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 | $299,613 | $83,902+257.1% | $167,512+78.9% | $84,808+253.3% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 16.51% | 91.55%-75.0pp | 1615.79%-1599.3pp | 40.90%-24.4pp |
| Employer contribution / active EE | $10,335 | $2,264+356.5% | $3,882+166.3% | $2,631+292.8% |
| Participant deferral / active EE | $17,764 | $4,442+299.9% | $6,405+177.4% | $4,212+321.8% |
| Admin fee / account holder | $21,446 | $7,915+171.0% | $9,769+119.5% | $7,344+192.0% |