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 | $600,952 | $138,065+335.3% | $123,544+386.4% | $135,375+343.9% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -4.57% | 153.68%-158.3pp | 119.20%-123.8pp | 519.73%-524.3pp |
| Employer contribution / active EE | $7,984 | $5,151+55.0% | $4,628+72.5% | $4,779+67.1% |
| Participant deferral / active EE | $11,807 | $6,799+73.7% | $6,426+83.7% | $5,609+110.5% |
| Admin fee / account holder | $38,725 | $10,916+254.8% | $9,284+317.1% | $10,827+257.7% |