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 | $458,216 | $138,044+231.9% | $125,339+265.6% | $134,475+240.7% |
| Participation rate | 91.3% | 84.5%+6.8pp | 82.4%+8.9pp | 81.2%+10.1pp |
| Annual return | -16.62% | 750.33%-766.9pp | 572.05%-588.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $16,023 | $5,243+205.6% | $4,814+232.9% | $4,740+238.1% |
| Participant deferral / active EE | $11,687 | $7,799+49.9% | $7,446+56.9% | $6,400+82.6% |
| Admin fee / account holder | $5,794 | $11,571-49.9% | $10,010-42.1% | $11,426-49.3% |