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 | $254,558 | $160,055+59.0% | $140,016+81.8% | $135,375+88.0% |
| Participation rate | 91.7% | 88.5%+3.1pp | 87.5%+4.2pp | 82.6%+9.0pp |
| Annual return | -6.90% | 911.38%-918.3pp | 651.12%-658.0pp | 519.73%-526.6pp |
| Employer contribution / active EE | $3,850 | $6,420-40.0% | $5,606-31.3% | $4,779-19.4% |
| Participant deferral / active EE | $8,157 | $7,642+6.7% | $6,927+17.7% | $5,609+45.4% |
| Admin fee / account holder | $25,347 | $13,328+90.2% | $10,705+136.8% | $10,827+134.1% |