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 | $513,321 | $138,065+271.8% | $123,544+315.5% | $135,375+279.2% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -5.11% | 153.68%-158.8pp | 119.20%-124.3pp | 519.73%-524.8pp |
| Employer contribution / active EE | $13,349 | $5,151+159.1% | $4,628+188.5% | $4,779+179.3% |
| Participant deferral / active EE | $5,583 | $6,799-17.9% | $6,426-13.1% | $5,609-0.5% |
| Admin fee / account holder | $10,211 | $10,916-6.5% | $9,284+10.0% | $10,827-5.7% |