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 | $481,801 | $138,065+249.0% | $123,544+290.0% | $135,375+255.9% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -7.72% | 153.68%-161.4pp | 119.20%-126.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $3,654 | $5,151-29.1% | $4,628-21.0% | $4,779-23.5% |
| Participant deferral / active EE | $7,556 | $6,799+11.1% | $6,426+17.6% | $5,609+34.7% |
| Admin fee / account holder | $33,556 | $10,916+207.4% | $9,284+261.4% | $10,827+209.9% |