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 | $306,377 | $180,449+69.8% | $154,107+98.8% | $135,375+126.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.92% | 888.09%-895.0pp | 735.12%-742.0pp | 519.73%-526.7pp |
| Employer contribution / active EE | $3,330 | $6,035-44.8% | $5,298-37.1% | $4,779-30.3% |
| Participant deferral / active EE | $5,356 | $5,806-7.8% | $5,081+5.4% | $5,609-4.5% |
| Admin fee / account holder | $2,070 | $16,143-87.2% | $13,411-84.6% | $10,827-80.9% |