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 | $250,370 | $138,065+81.3% | $123,544+102.7% | $135,375+84.9% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -5.47% | 153.68%-159.2pp | 119.20%-124.7pp | 519.73%-525.2pp |
| Employer contribution / active EE | $12,031 | $5,151+133.5% | $4,628+160.0% | $4,779+151.8% |
| Participant deferral / active EE | $10,689 | $6,799+57.2% | $6,426+66.4% | $5,609+90.6% |
| Admin fee / account holder | $3,892 | $10,916-64.3% | $9,284-58.1% | $10,827-64.1% |