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 | $398,705 | $138,044+188.8% | $125,339+218.1% | $134,475+196.5% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -9.44% | 750.33%-759.8pp | 572.05%-581.5pp | 417.96%-427.4pp |
| Employer contribution / active EE | $3,332 | $5,243-36.5% | $4,814-30.8% | $4,740-29.7% |
| Participant deferral / active EE | $3,332 | $7,799-57.3% | $7,446-55.3% | $6,400-47.9% |
| Admin fee / account holder | $6,220 | $11,571-46.2% | $10,010-37.9% | $11,426-45.6% |