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 | $430,134 | $190,805+125.4% | $159,960+168.9% | $134,475+219.9% |
| Participation rate | 83.3% | 81.9%+1.4pp | 78.0%+5.4pp | 81.2%+2.1pp |
| Annual return | -18.83% | 552.23%-571.1pp | 408.60%-427.4pp | 417.96%-436.8pp |
| Employer contribution / active EE | $11,105 | $4,995+122.3% | $4,226+162.8% | $4,740+134.3% |
| Participant deferral / active EE | $11,271 | $6,923+62.8% | $6,182+82.3% | $6,400+76.1% |
| Admin fee / account holder | $6,205 | $10,471-40.7% | $8,698-28.7% | $11,426-45.7% |