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 | $317,805 | $97,757+225.1% | $83,848+279.0% | $135,375+134.8% |
| Participation rate | 92.3% | 80.0%+12.4pp | 76.1%+16.2pp | 82.6%+9.7pp |
| Annual return | -6.08% | 1287.37%-1293.4pp | 850.88%-857.0pp | 519.73%-525.8pp |
| Employer contribution / active EE | $10,370 | $4,222+145.6% | $3,631+185.6% | $4,779+117.0% |
| Participant deferral / active EE | $15,714 | $4,682+235.6% | $4,082+285.0% | $5,609+180.2% |
| Admin fee / account holder | $7,216 | $6,674+8.1% | $5,478+31.7% | $10,827-33.4% |