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 | $554,808 | $83,902+561.3% | $167,512+231.2% | $84,808+554.2% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 68.3%+31.7pp |
| Annual return | 15.52% | 91.55%-76.0pp | 1615.79%-1600.3pp | 40.90%-25.4pp |
| Employer contribution / active EE | $22,216 | $2,264+881.4% | $3,882+472.3% | $2,631+744.4% |
| Participant deferral / active EE | $15,147 | $4,442+241.0% | $6,405+136.5% | $4,212+259.7% |
| Admin fee / account holder | $18,930 | $7,915+139.2% | $9,769+93.8% | $7,344+157.8% |