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 | $260,399 | $129,942+100.4% | $104,294+149.7% | $134,475+93.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -10.95% | 42.03%-53.0pp | 24.61%-35.6pp | 417.96%-428.9pp |
| Employer contribution / active EE | $6,204 | $4,184+48.3% | $3,372+84.0% | $4,740+30.9% |
| Participant deferral / active EE | $22,042 | $5,588+294.5% | $4,625+376.6% | $6,400+244.4% |
| Admin fee / account holder | $2,569 | $9,323-72.4% | $7,339-65.0% | $11,426-77.5% |