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 | $271,734 | $138,065+96.8% | $123,544+119.9% | $135,375+100.7% |
| Participation rate | 94.1% | 84.7%+9.4pp | 82.3%+11.8pp | 82.6%+11.5pp |
| Annual return | -5.80% | 153.68%-159.5pp | 119.20%-125.0pp | 519.73%-525.5pp |
| Employer contribution / active EE | $7,321 | $5,151+42.1% | $4,628+58.2% | $4,779+53.2% |
| Participant deferral / active EE | $7,567 | $6,799+11.3% | $6,426+17.8% | $5,609+34.9% |
| Admin fee / account holder | $11,865 | $10,916+8.7% | $9,284+27.8% | $10,827+9.6% |