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 | $349,177 | $138,044+152.9% | $125,339+178.6% | $134,475+159.7% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -14.93% | 750.33%-765.3pp | 572.05%-587.0pp | 417.96%-432.9pp |
| Employer contribution / active EE | $4,355 | $5,243-16.9% | $4,814-9.5% | $4,740-8.1% |
| Participant deferral / active EE | $15,655 | $7,799+100.7% | $7,446+110.2% | $6,400+144.6% |
| Admin fee / account holder | $17,395 | $11,571+50.3% | $10,010+73.8% | $11,426+52.2% |