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 | $411,936 | $138,044+198.4% | $125,339+228.7% | $134,475+206.3% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -16.78% | 750.33%-767.1pp | 572.05%-588.8pp | 417.96%-434.7pp |
| Employer contribution / active EE | $6,057 | $5,243+15.5% | $4,814+25.8% | $4,740+27.8% |
| Participant deferral / active EE | $13,616 | $7,799+74.6% | $7,446+82.9% | $6,400+112.8% |
| Admin fee / account holder | $12,664 | $11,571+9.4% | $10,010+26.5% | $11,426+10.8% |