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 | $272,340 | $147,727+84.4% | $115,756+135.3% | $134,475+102.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -20.93% | 73.96%-94.9pp | 143.14%-164.1pp | 417.96%-438.9pp |
| Employer contribution / active EE | $21,240 | $4,713+350.7% | $3,793+460.0% | $4,740+348.1% |
| Participant deferral / active EE | $29,641 | $7,563+291.9% | $6,254+374.0% | $6,400+363.2% |
| Admin fee / account holder | $19,235 | $14,571+32.0% | $8,124+136.8% | $11,426+68.3% |