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 | $384,298 | $83,902+358.0% | $167,512+129.4% | $84,808+353.1% |
| Participation rate | 96.3% | 66.5%+29.8pp | 77.1%+19.2pp | 68.3%+28.0pp |
| Annual return | 16.86% | 91.55%-74.7pp | 1615.79%-1598.9pp | 40.90%-24.0pp |
| Employer contribution / active EE | $23,872 | $2,264+954.5% | $3,882+515.0% | $2,631+807.3% |
| Participant deferral / active EE | $18,791 | $4,442+323.0% | $6,405+193.4% | $4,212+346.2% |
| Admin fee / account holder | $4,849 | $7,915-38.7% | $9,769-50.4% | $7,344-34.0% |