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 | $296,598 | $133,958+121.4% | $112,228+164.3% | $134,475+120.6% |
| Participation rate | 88.9% | 78.6%+10.3pp | 75.1%+13.8pp | 81.2%+7.7pp |
| Annual return | -14.49% | 47.11%-61.6pp | 27.45%-41.9pp | 417.96%-432.5pp |
| Employer contribution / active EE | $16,460 | $4,038+307.6% | $3,635+352.9% | $4,740+247.3% |
| Participant deferral / active EE | $6,270 | $5,291+18.5% | $4,728+32.6% | $6,400-2.0% |
| Admin fee / account holder | $3,911 | $7,489-47.8% | $6,410-39.0% | $11,426-65.8% |