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 | $382,026 | $138,044+176.7% | $125,339+204.8% | $134,475+184.1% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -11.32% | 750.33%-761.6pp | 572.05%-583.4pp | 417.96%-429.3pp |
| Employer contribution / active EE | $4,897 | $5,243-6.6% | $4,814+1.7% | $4,740+3.3% |
| Participant deferral / active EE | $18,556 | $7,799+137.9% | $7,446+149.2% | $6,400+189.9% |
| Admin fee / account holder | $24,170 | $11,571+108.9% | $10,010+141.5% | $11,426+111.5% |