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 | $354,990 | $138,044+157.2% | $125,339+183.2% | $134,475+164.0% |
| Participation rate | 91.3% | 84.5%+6.8pp | 82.4%+8.9pp | 81.2%+10.1pp |
| Annual return | -18.77% | 750.33%-769.1pp | 572.05%-590.8pp | 417.96%-436.7pp |
| Employer contribution / active EE | $15,033 | $5,243+186.7% | $4,814+212.3% | $4,740+217.2% |
| Participant deferral / active EE | $12,448 | $7,799+59.6% | $7,446+67.2% | $6,400+94.5% |
| Admin fee / account holder | $16,150 | $11,571+39.6% | $10,010+61.3% | $11,426+41.3% |