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 | $413,597 | $60,124+587.9% | $90,404+357.5% | $79,858+417.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 13.31% | 71.94%-58.6pp | 1293.02%-1279.7pp | 31.71%-18.4pp |
| Employer contribution / active EE | $25,014 | $2,068+1109.7% | $3,262+666.8% | $2,471+912.4% |
| Participant deferral / active EE | $13,196 | $2,938+349.1% | $3,963+233.0% | $3,740+252.8% |
| Admin fee / account holder | $21,479 | $3,976+440.2% | $5,611+282.8% | $5,306+304.8% |