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 | $254,629 | $135,635+87.7% | $110,238+131.0% | $135,375+88.1% |
| Participation rate | 90.5% | 83.5%+7.0pp | 79.8%+10.7pp | 82.6%+7.8pp |
| Annual return | -7.99% | 513.19%-521.2pp | 314.74%-322.7pp | 519.73%-527.7pp |
| Employer contribution / active EE | $11,826 | $4,906+141.0% | $3,826+209.1% | $4,779+147.5% |
| Participant deferral / active EE | $8,427 | $5,506+53.0% | $4,672+80.4% | $5,609+50.2% |
| Admin fee / account holder | $12,967 | $11,457+13.2% | $8,547+51.7% | $10,827+19.8% |