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 | $331,030 | $180,449+83.4% | $154,107+114.8% | $135,375+144.5% |
| Participation rate | 94.4% | 87.4%+7.0pp | 83.0%+11.4pp | 82.6%+11.8pp |
| Annual return | -8.31% | 888.09%-896.4pp | 735.12%-743.4pp | 519.73%-528.0pp |
| Employer contribution / active EE | $23,821 | $6,035+294.7% | $5,298+349.7% | $4,779+398.5% |
| Participant deferral / active EE | $13,558 | $5,806+133.5% | $5,081+166.9% | $5,609+141.7% |
| Admin fee / account holder | $28,779 | $16,143+78.3% | $13,411+114.6% | $10,827+165.8% |