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 7-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 | $262,524 | $180,449+45.5% | $154,107+70.4% | $135,375+93.9% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -1.98% | 888.09%-890.1pp | 735.12%-737.1pp | 519.73%-521.7pp |
| Employer contribution / active EE | $3,608 | $6,035-40.2% | $5,298-31.9% | $4,779-24.5% |
| Participant deferral / active EE | $8,029 | $5,806+38.3% | $5,081+58.0% | $5,609+43.1% |
| Admin fee / account holder | $3,580 | $16,143-77.8% | $13,411-73.3% | $10,827-66.9% |