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 | $346,142 | $138,044+150.7% | $125,339+176.2% | $134,475+157.4% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -14.35% | 750.33%-764.7pp | 572.05%-586.4pp | 417.96%-432.3pp |
| Employer contribution / active EE | $20,180 | $5,243+284.9% | $4,814+319.2% | $4,740+325.8% |
| Participant deferral / active EE | $11,107 | $7,799+42.4% | $7,446+49.2% | $6,400+73.6% |
| Admin fee / account holder | $4,806 | $11,571-58.5% | $10,010-52.0% | $11,426-57.9% |