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 | $290,099 | $138,065+110.1% | $123,544+134.8% | $135,375+114.3% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -6.64% | 153.68%-160.3pp | 119.20%-125.8pp | 519.73%-526.4pp |
| Employer contribution / active EE | $12,548 | $5,151+143.6% | $4,628+171.2% | $4,779+162.6% |
| Participant deferral / active EE | $8,735 | $6,799+28.5% | $6,426+35.9% | $5,609+55.7% |
| Admin fee / account holder | $51,163 | $10,916+368.7% | $9,284+451.1% | $10,827+372.5% |