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 | $261,765 | $138,044+89.6% | $125,339+108.8% | $134,475+94.7% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -9.89% | 750.33%-760.2pp | 572.05%-581.9pp | 417.96%-427.9pp |
| Employer contribution / active EE | $5,387 | $5,243+2.7% | $4,814+11.9% | $4,740+13.7% |
| Participant deferral / active EE | $5,334 | $7,799-31.6% | $7,446-28.4% | $6,400-16.7% |
| Admin fee / account holder | $6,206 | $11,571-46.4% | $10,010-38.0% | $11,426-45.7% |