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 | $271,602 | $138,044+96.7% | $125,339+116.7% | $134,475+102.0% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -16.26% | 750.33%-766.6pp | 572.05%-588.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $8,302 | $5,243+58.3% | $4,814+72.5% | $4,740+75.1% |
| Participant deferral / active EE | $12,417 | $7,799+59.2% | $7,446+66.8% | $6,400+94.0% |
| Admin fee / account holder | $1,281 | $11,571-88.9% | $10,010-87.2% | $11,426-88.8% |