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 | $463,076 | $138,044+235.5% | $125,339+269.5% | $134,475+244.4% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -11.41% | 750.33%-761.7pp | 572.05%-583.5pp | 417.96%-429.4pp |
| Employer contribution / active EE | $6,282 | $5,243+19.8% | $4,814+30.5% | $4,740+32.5% |
| Participant deferral / active EE | $13,072 | $7,799+67.6% | $7,446+75.5% | $6,400+104.3% |
| Admin fee / account holder | $4,930 | $11,571-57.4% | $10,010-50.8% | $11,426-56.9% |