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 | $279,771 | $83,902+233.4% | $167,512+67.0% | $84,808+229.9% |
| Participation rate | 87.8% | 66.5%+21.3pp | 77.1%+10.7pp | 68.3%+19.5pp |
| Annual return | 17.60% | 91.55%-74.0pp | 1615.79%-1598.2pp | 40.90%-23.3pp |
| Employer contribution / active EE | $7,374 | $2,264+225.7% | $3,882+90.0% | $2,631+180.3% |
| Participant deferral / active EE | $19,871 | $4,442+347.3% | $6,405+210.3% | $4,212+371.8% |
| Admin fee / account holder | $17,759 | $7,915+124.4% | $9,769+81.8% | $7,344+141.8% |