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 | $505,073 | $84,695+496.3% | $73,843+584.0% | $125,391+302.8% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.4%+26.6pp | 83.2%+16.8pp |
| Annual return | -3.00% | 3123.53%-3126.5pp | 2267.84%-2270.8pp | 282.22%-285.2pp |
| Employer contribution / active EE | $12,300 | $3,123+293.8% | $2,787+341.3% | $4,866+152.8% |
| Participant deferral / active EE | $24,000 | $3,992+501.1% | $3,583+569.8% | $5,352+348.5% |
| Admin fee / account holder | $3,660 | $5,691-35.7% | $4,880-25.0% | $9,540-61.6% |