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 | $357,870 | $190,805+87.6% | $159,960+123.7% | $134,475+166.1% |
| Participation rate | 88.9% | 81.9%+7.0pp | 78.0%+10.9pp | 81.2%+7.7pp |
| Annual return | -15.61% | 552.23%-567.8pp | 408.60%-424.2pp | 417.96%-433.6pp |
| Employer contribution / active EE | $25,451 | $4,995+409.5% | $4,226+502.3% | $4,740+437.0% |
| Participant deferral / active EE | $18,538 | $6,923+167.8% | $6,182+199.9% | $6,400+189.7% |
| Admin fee / account holder | $1,259 | $10,471-88.0% | $8,698-85.5% | $11,426-89.0% |