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 | $495,388 | $92,703+434.4% | $82,719+498.9% | $134,475+268.4% |
| Participation rate | 88.9% | 75.2%+13.7pp | 72.6%+16.3pp | 81.2%+7.7pp |
| Annual return | -8.54% | 944.92%-953.5pp | 701.18%-709.7pp | 417.96%-426.5pp |
| Employer contribution / active EE | $2,251 | $3,274-31.2% | $3,009-25.2% | $4,740-52.5% |
| Participant deferral / active EE | $10,515 | $4,802+119.0% | $4,395+139.2% | $6,400+64.3% |
| Admin fee / account holder | $12,994 | $5,983+117.2% | $5,329+143.8% | $11,426+13.7% |