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 | $454,060 | $169,161+168.4% | $129,295+251.2% | $145,959+211.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 28.34% | 14348.07%-14319.7pp | 9429.28%-9400.9pp | 561.95%-533.6pp |
| Employer contribution / active EE | $15,000 | $5,543+170.6% | $4,157+260.8% | $4,661+221.8% |
| Participant deferral / active EE | $11,500 | $4,989+130.5% | $4,169+175.8% | $6,689+71.9% |
| Admin fee / account holder | $4,718 | $9,878-52.2% | $7,665-38.5% | $13,398-64.8% |