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 | $293,680 | $138,065+112.7% | $123,544+137.7% | $135,375+116.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.50% | 153.68%-159.2pp | 119.20%-124.7pp | 519.73%-525.2pp |
| Employer contribution / active EE | $6,954 | $5,151+35.0% | $4,628+50.3% | $4,779+45.5% |
| Participant deferral / active EE | $8,178 | $6,799+20.3% | $6,426+27.3% | $5,609+45.8% |
| Admin fee / account holder | $24,201 | $10,916+121.7% | $9,284+160.7% | $10,827+123.5% |