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 | $374,624 | $138,044+171.4% | $125,339+198.9% | $134,475+178.6% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -12.63% | 750.33%-763.0pp | 572.05%-584.7pp | 417.96%-430.6pp |
| Employer contribution / active EE | $9,336 | $5,243+78.1% | $4,814+94.0% | $4,740+97.0% |
| Participant deferral / active EE | $9,470 | $7,799+21.4% | $7,446+27.2% | $6,400+48.0% |
| Admin fee / account holder | $77,598 | $11,571+570.6% | $10,010+675.2% | $11,426+579.1% |