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 | $402,287 | $138,044+191.4% | $125,339+221.0% | $134,475+199.2% |
| Participation rate | 88.2% | 84.5%+3.8pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -14.62% | 750.33%-764.9pp | 572.05%-586.7pp | 417.96%-432.6pp |
| Employer contribution / active EE | $14,394 | $5,243+174.5% | $4,814+199.0% | $4,740+203.7% |
| Participant deferral / active EE | $12,922 | $7,799+65.7% | $7,446+73.5% | $6,400+101.9% |
| Admin fee / account holder | $67,539 | $11,571+483.7% | $10,010+574.7% | $11,426+491.1% |