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 | $409,083 | $138,065+196.3% | $123,544+231.1% | $135,375+202.2% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -6.30% | 153.68%-160.0pp | 119.20%-125.5pp | 519.73%-526.0pp |
| Employer contribution / active EE | $12,236 | $5,151+137.5% | $4,628+164.4% | $4,779+156.0% |
| Participant deferral / active EE | $18,313 | $6,799+169.3% | $6,426+185.0% | $5,609+226.5% |
| Admin fee / account holder | $40,549 | $10,916+271.5% | $9,284+336.8% | $10,827+274.5% |