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 | $271,434 | $138,065+96.6% | $123,544+119.7% | $135,375+100.5% |
| Participation rate | 91.3% | 84.7%+6.6pp | 82.3%+9.0pp | 82.6%+8.7pp |
| Annual return | -3.63% | 153.68%-157.3pp | 119.20%-122.8pp | 519.73%-523.4pp |
| Employer contribution / active EE | $6,564 | $5,151+27.4% | $4,628+41.8% | $4,779+37.4% |
| Participant deferral / active EE | $6,587 | $6,799-3.1% | $6,426+2.5% | $5,609+17.4% |
| Admin fee / account holder | $9,809 | $10,916-10.1% | $9,284+5.7% | $10,827-9.4% |