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 | $480,945 | $83,902+473.2% | $167,512+187.1% | $84,808+467.1% |
| Participation rate | 88.5% | 66.5%+22.0pp | 77.1%+11.4pp | 68.3%+20.2pp |
| Annual return | 15.10% | 91.55%-76.4pp | 1615.79%-1600.7pp | 40.90%-25.8pp |
| Employer contribution / active EE | $7,889 | $2,264+248.5% | $3,882+103.2% | $2,631+199.9% |
| Participant deferral / active EE | $12,775 | $4,442+187.6% | $6,405+99.5% | $4,212+203.3% |
| Admin fee / account holder | $36,889 | $7,915+366.1% | $9,769+277.6% | $7,344+402.3% |