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 | $251,384 | $88,594+183.7% | $70,092+258.6% | $134,475+86.9% |
| Participation rate | 83.3% | 74.9%+8.4pp | 70.5%+12.9pp | 81.2%+2.1pp |
| Annual return | -12.21% | 442.67%-454.9pp | 190.73%-202.9pp | 417.96%-430.2pp |
| Employer contribution / active EE | $2,797 | $3,233-13.5% | $2,559+9.3% | $4,740-41.0% |
| Participant deferral / active EE | $5,395 | $4,772+13.0% | $3,849+40.2% | $6,400-15.7% |
| Admin fee / account holder | $48,846 | $10,441+367.8% | $6,267+679.5% | $11,426+327.5% |