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 | $314,522 | $190,805+64.8% | $159,960+96.6% | $134,475+133.9% |
| Participation rate | 90.0% | 81.9%+8.1pp | 78.0%+12.0pp | 81.2%+8.8pp |
| Annual return | -18.98% | 552.23%-571.2pp | 408.60%-427.6pp | 417.96%-436.9pp |
| Employer contribution / active EE | $9,569 | $4,995+91.6% | $4,226+126.4% | $4,740+101.9% |
| Participant deferral / active EE | $7,509 | $6,923+8.5% | $6,182+21.5% | $6,400+17.3% |
| Admin fee / account holder | $17,356 | $10,471+65.7% | $8,698+99.5% | $11,426+51.9% |