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 | $80,812+246.2% | $160,784+74.0% | $82,448+239.3% |
| Participation rate | 87.8% | 66.2%+21.5pp | 77.0%+10.8pp | 68.1%+19.7pp |
| Annual return | 17.60% | 100.59%-83.0pp | 1803.92%-1786.3pp | 41.64%-24.0pp |
| Employer contribution / active EE | $7,374 | $2,174+239.2% | $3,733+97.5% | $2,551+189.1% |
| Participant deferral / active EE | $19,871 | $4,335+358.3% | $6,293+215.8% | $4,139+380.1% |
| Admin fee / account holder | $17,759 | $7,695+130.8% | $9,717+82.8% | $7,234+145.5% |