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 | $365,499 | $138,044+164.8% | $125,339+191.6% | $134,475+171.8% |
| Participation rate | 88.2% | 84.5%+3.8pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -16.31% | 750.33%-766.6pp | 572.05%-588.4pp | 417.96%-434.3pp |
| Employer contribution / active EE | $5,619 | $5,243+7.2% | $4,814+16.7% | $4,740+18.5% |
| Participant deferral / active EE | $15,828 | $7,799+103.0% | $7,446+112.6% | $6,400+147.3% |
| Admin fee / account holder | $6,139 | $11,571-47.0% | $10,010-38.7% | $11,426-46.3% |