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 | $351,199 | $138,065+154.4% | $123,544+184.3% | $135,375+159.4% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -7.47% | 153.68%-161.2pp | 119.20%-126.7pp | 519.73%-527.2pp |
| Employer contribution / active EE | $12,153 | $5,151+135.9% | $4,628+162.6% | $4,779+154.3% |
| Participant deferral / active EE | $11,690 | $6,799+71.9% | $6,426+81.9% | $5,609+108.4% |
| Admin fee / account holder | $7,169 | $10,916-34.3% | $9,284-22.8% | $10,827-33.8% |