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 | $304,163 | $138,044+120.3% | $125,339+142.7% | $134,475+126.2% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -19.73% | 750.33%-770.1pp | 572.05%-591.8pp | 417.96%-437.7pp |
| Employer contribution / active EE | $5,674 | $5,243+8.2% | $4,814+17.9% | $4,740+19.7% |
| Participant deferral / active EE | $12,026 | $7,799+54.2% | $7,446+61.5% | $6,400+87.9% |
| Admin fee / account holder | $14,694 | $11,571+27.0% | $10,010+46.8% | $11,426+28.6% |