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 | $335,384 | $106,543+214.8% | $91,220+267.7% | $134,475+149.4% |
| Participation rate | 83.3% | 76.8%+6.5pp | 73.2%+10.1pp | 81.2%+2.1pp |
| Annual return | -15.83% | 160.60%-176.4pp | 114.01%-129.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $5,617 | $3,331+68.6% | $2,850+97.1% | $4,740+18.5% |
| Participant deferral / active EE | $5,781 | $4,719+22.5% | $4,234+36.5% | $6,400-9.7% |
| Admin fee / account holder | $29,754 | $6,231+377.5% | $5,420+449.0% | $11,426+160.4% |