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 | $326,790 | $83,902+289.5% | $167,512+95.1% | $84,808+285.3% |
| Participation rate | 98.2% | 66.5%+31.7pp | 77.1%+21.2pp | 68.3%+29.9pp |
| Annual return | 19.22% | 91.55%-72.3pp | 1615.79%-1596.6pp | 40.90%-21.7pp |
| Employer contribution / active EE | $5,217 | $2,264+130.4% | $3,882+34.4% | $2,631+98.3% |
| Participant deferral / active EE | $18,897 | $4,442+325.4% | $6,405+195.1% | $4,212+348.7% |
| Admin fee / account holder | $16,416 | $7,915+107.4% | $9,769+68.0% | $7,344+123.5% |