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 | $366,542 | $138,065+165.5% | $123,544+196.7% | $135,375+170.8% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | 0.59% | 153.68%-153.1pp | 119.20%-118.6pp | 519.73%-519.1pp |
| Employer contribution / active EE | $18,923 | $5,151+267.3% | $4,628+308.9% | $4,779+296.0% |
| Participant deferral / active EE | $8,233 | $6,799+21.1% | $6,426+28.1% | $5,609+46.8% |
| Admin fee / account holder | $3,269 | $10,916-70.1% | $9,284-64.8% | $10,827-69.8% |