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 | $296,932 | $190,805+55.6% | $159,960+85.6% | $134,475+120.8% |
| Participation rate | 88.9% | 81.9%+7.0pp | 78.0%+10.9pp | 81.2%+7.7pp |
| Annual return | -18.44% | 552.23%-570.7pp | 408.60%-427.0pp | 417.96%-436.4pp |
| Employer contribution / active EE | $14,026 | $4,995+180.8% | $4,226+231.9% | $4,740+195.9% |
| Participant deferral / active EE | $9,144 | $6,923+32.1% | $6,182+47.9% | $6,400+42.9% |
| Admin fee / account holder | $13,911 | $10,471+32.8% | $8,698+59.9% | $11,426+21.7% |