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 | $430,279 | $138,044+211.7% | $125,339+243.3% | $134,475+220.0% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -15.91% | 750.33%-766.2pp | 572.05%-588.0pp | 417.96%-433.9pp |
| Employer contribution / active EE | $8,481 | $5,243+61.7% | $4,814+76.2% | $4,740+78.9% |
| Participant deferral / active EE | $16,783 | $7,799+115.2% | $7,446+125.4% | $6,400+162.2% |
| Admin fee / account holder | $10,741 | $11,571-7.2% | $10,010+7.3% | $11,426-6.0% |