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 | $253,338 | $180,449+40.4% | $154,107+64.4% | $135,375+87.1% |
| Participation rate | 88.2% | 87.4%+0.8pp | 83.0%+5.2pp | 82.6%+5.6pp |
| Annual return | -4.79% | 888.09%-892.9pp | 735.12%-739.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $13,806 | $6,035+128.8% | $5,298+160.6% | $4,779+188.9% |
| Participant deferral / active EE | $10,045 | $5,806+73.0% | $5,081+97.7% | $5,609+79.1% |
| Admin fee / account holder | $7,440 | $16,143-53.9% | $13,411-44.5% | $10,827-31.3% |