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 | $334,656 | $190,805+75.4% | $159,960+109.2% | $134,475+148.9% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -14.79% | 552.23%-567.0pp | 408.60%-423.4pp | 417.96%-432.8pp |
| Employer contribution / active EE | $3,963 | $4,995-20.7% | $4,226-6.2% | $4,740-16.4% |
| Participant deferral / active EE | $13,016 | $6,923+88.0% | $6,182+110.5% | $6,400+103.4% |
| Admin fee / account holder | $12,230 | $10,471+16.8% | $8,698+40.6% | $11,426+7.0% |