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 | $379,138 | $180,449+110.1% | $154,107+146.0% | $135,375+180.1% |
| Participation rate | 84.2% | 87.4%-3.2pp | 83.0%+1.2pp | 82.6%+1.6pp |
| Annual return | -4.33% | 888.09%-892.4pp | 735.12%-739.4pp | 519.73%-524.1pp |
| Employer contribution / active EE | $8,092 | $6,035+34.1% | $5,298+52.7% | $4,779+69.3% |
| Participant deferral / active EE | $7,626 | $5,806+31.3% | $5,081+50.1% | $5,609+36.0% |
| Admin fee / account holder | $36,618 | $16,143+126.8% | $13,411+173.0% | $10,827+238.2% |