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 | $494,160 | $138,065+257.9% | $123,544+300.0% | $135,375+265.0% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | -6.12% | 153.68%-159.8pp | 119.20%-125.3pp | 519.73%-525.9pp |
| Employer contribution / active EE | $31,139 | $5,151+504.5% | $4,628+572.9% | $4,779+551.6% |
| Participant deferral / active EE | $6,393 | $6,799-6.0% | $6,426-0.5% | $5,609+14.0% |
| Admin fee / account holder | $83,207 | $10,916+662.3% | $9,284+796.3% | $10,827+668.5% |