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 | $293,091 | $138,065+112.3% | $123,544+137.2% | $135,375+116.5% |
| Participation rate | 94.7% | 84.7%+10.0pp | 82.3%+12.4pp | 82.6%+12.1pp |
| Annual return | -2.18% | 153.68%-155.9pp | 119.20%-121.4pp | 519.73%-521.9pp |
| Employer contribution / active EE | $10,342 | $5,151+100.8% | $4,628+123.5% | $4,779+116.4% |
| Participant deferral / active EE | $8,014 | $6,799+17.9% | $6,426+24.7% | $5,609+42.9% |
| Admin fee / account holder | $69,327 | $10,916+535.1% | $9,284+646.8% | $10,827+540.3% |