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 | $405,244 | $83,902+383.0% | $167,512+141.9% | $84,808+377.8% |
| Participation rate | 86.0% | 66.5%+19.6pp | 77.1%+9.0pp | 68.3%+17.7pp |
| Annual return | 19.56% | 91.55%-72.0pp | 1615.79%-1596.2pp | 40.90%-21.3pp |
| Employer contribution / active EE | $9,245 | $2,264+308.4% | $3,882+138.2% | $2,631+251.4% |
| Participant deferral / active EE | $17,328 | $4,442+290.0% | $6,405+170.6% | $4,212+311.4% |
| Admin fee / account holder | $4,437 | $7,915-43.9% | $9,769-54.6% | $7,344-39.6% |