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 | $266,545 | $138,065+93.1% | $123,544+115.7% | $135,375+96.9% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -3.92% | 153.68%-157.6pp | 119.20%-123.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $7,840 | $5,151+52.2% | $4,628+69.4% | $4,779+64.1% |
| Participant deferral / active EE | $10,690 | $6,799+57.2% | $6,426+66.4% | $5,609+90.6% |
| Admin fee / account holder | $1,218 | $10,916-88.8% | $9,284-86.9% | $10,827-88.8% |