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 | $266,229 | $138,065+92.8% | $123,544+115.5% | $135,375+96.7% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -6.61% | 153.68%-160.3pp | 119.20%-125.8pp | 519.73%-526.3pp |
| Employer contribution / active EE | $8,156 | $5,151+58.3% | $4,628+76.2% | $4,779+70.7% |
| Participant deferral / active EE | $4,620 | $6,799-32.0% | $6,426-28.1% | $5,609-17.6% |
| Admin fee / account holder | $3,831 | $10,916-64.9% | $9,284-58.7% | $10,827-64.6% |