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 | $261,547 | $138,065+89.4% | $123,544+111.7% | $135,375+93.2% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -6.86% | 153.68%-160.5pp | 119.20%-126.1pp | 519.73%-526.6pp |
| Employer contribution / active EE | $16,004 | $5,151+210.7% | $4,628+245.8% | $4,779+234.9% |
| Participant deferral / active EE | $11,291 | $6,799+66.1% | $6,426+75.7% | $5,609+101.3% |
| Admin fee / account holder | $9,691 | $10,916-11.2% | $9,284+4.4% | $10,827-10.5% |