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 | $289,672 | $138,065+109.8% | $123,544+134.5% | $135,375+114.0% |
| Participation rate | 91.7% | 84.7%+6.9pp | 82.3%+9.4pp | 82.6%+9.0pp |
| Annual return | -7.16% | 153.68%-160.8pp | 119.20%-126.4pp | 519.73%-526.9pp |
| Employer contribution / active EE | $14,706 | $5,151+185.5% | $4,628+217.8% | $4,779+207.7% |
| Participant deferral / active EE | $8,953 | $6,799+31.7% | $6,426+39.3% | $5,609+59.6% |
| Admin fee / account holder | $17,651 | $10,916+61.7% | $9,284+90.1% | $10,827+63.0% |