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 | $351,106 | $83,902+318.5% | $167,512+109.6% | $84,808+314.0% |
| Participation rate | 90.7% | 66.5%+24.2pp | 77.1%+13.6pp | 68.3%+22.4pp |
| Annual return | 19.50% | 91.55%-72.1pp | 1615.79%-1596.3pp | 40.90%-21.4pp |
| Employer contribution / active EE | $14,616 | $2,264+545.6% | $3,882+276.5% | $2,631+455.5% |
| Participant deferral / active EE | $19,266 | $4,442+333.7% | $6,405+200.8% | $4,212+357.4% |
| Admin fee / account holder | $12,539 | $7,915+58.4% | $9,769+28.4% | $7,344+70.7% |