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 | $615,547 | $138,065+345.8% | $123,544+398.2% | $135,375+354.7% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -2.68% | 153.68%-156.4pp | 119.20%-121.9pp | 519.73%-522.4pp |
| Employer contribution / active EE | $5,773 | $5,151+12.1% | $4,628+24.8% | $4,779+20.8% |
| Participant deferral / active EE | $12,548 | $6,799+84.6% | $6,426+95.3% | $5,609+123.7% |
| Admin fee / account holder | $7,143 | $10,916-34.6% | $9,284-23.1% | $10,827-34.0% |