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 | $252,224 | $190,805+32.2% | $159,960+57.7% | $134,475+87.6% |
| Participation rate | 81.8% | 81.9%-0.1pp | 78.0%+3.9pp | 81.2%+0.6pp |
| Annual return | -18.30% | 552.23%-570.5pp | 408.60%-426.9pp | 417.96%-436.3pp |
| Employer contribution / active EE | $4,960 | $4,995-0.7% | $4,226+17.4% | $4,740+4.7% |
| Participant deferral / active EE | $10,129 | $6,923+46.3% | $6,182+63.8% | $6,400+58.3% |
| Admin fee / account holder | $4,340 | $10,471-58.6% | $8,698-50.1% | $11,426-62.0% |