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 | $250,029 | $180,449+38.6% | $154,107+62.2% | $135,375+84.7% |
| Participation rate | 70.0% | 87.4%-17.4pp | 83.0%-13.0pp | 82.6%-12.6pp |
| Annual return | -6.49% | 888.09%-894.6pp | 735.12%-741.6pp | 519.73%-526.2pp |
| Employer contribution / active EE | $1,470 | $6,035-75.6% | $5,298-72.3% | $4,779-69.2% |
| Participant deferral / active EE | $4,377 | $5,806-24.6% | $5,081-13.8% | $5,609-22.0% |
| Admin fee / account holder | $4,509 | $16,143-72.1% | $13,411-66.4% | $10,827-58.4% |