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 | $633,324 | $138,044+358.8% | $125,339+405.3% | $134,475+371.0% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -16.27% | 750.33%-766.6pp | 572.05%-588.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $9,914 | $5,243+89.1% | $4,814+106.0% | $4,740+109.2% |
| Participant deferral / active EE | $13,634 | $7,799+74.8% | $7,446+83.1% | $6,400+113.0% |
| Admin fee / account holder | $1,460 | $11,571-87.4% | $10,010-85.4% | $11,426-87.2% |