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 | $253,847 | $190,805+33.0% | $159,960+58.7% | $134,475+88.8% |
| Participation rate | 92.9% | 81.9%+10.9pp | 78.0%+14.9pp | 81.2%+11.6pp |
| Annual return | -18.30% | 552.23%-570.5pp | 408.60%-426.9pp | 417.96%-436.3pp |
| Employer contribution / active EE | $6,551 | $4,995+31.2% | $4,226+55.0% | $4,740+38.2% |
| Participant deferral / active EE | $7,566 | $6,923+9.3% | $6,182+22.4% | $6,400+18.2% |
| Admin fee / account holder | $1,260 | $10,471-88.0% | $8,698-85.5% | $11,426-89.0% |