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 | $265,867 | $135,635+96.0% | $110,238+141.2% | $135,375+96.4% |
| Participation rate | 90.0% | 83.5%+6.5pp | 79.8%+10.2pp | 82.6%+7.4pp |
| Annual return | -6.80% | 513.19%-520.0pp | 314.74%-321.5pp | 519.73%-526.5pp |
| Employer contribution / active EE | $8,590 | $4,906+75.1% | $3,826+124.5% | $4,779+79.8% |
| Participant deferral / active EE | $9,101 | $5,506+65.3% | $4,672+94.8% | $5,609+62.3% |
| Admin fee / account holder | $8,192 | $11,457-28.5% | $8,547-4.2% | $10,827-24.3% |