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 | $291,477 | $180,449+61.5% | $154,107+89.1% | $135,375+115.3% |
| Participation rate | 72.2% | 87.4%-15.2pp | 83.0%-10.8pp | 82.6%-10.4pp |
| Annual return | -6.03% | 888.09%-894.1pp | 735.12%-741.1pp | 519.73%-525.8pp |
| Employer contribution / active EE | $2,054 | $6,035-66.0% | $5,298-61.2% | $4,779-57.0% |
| Participant deferral / active EE | $5,245 | $5,806-9.7% | $5,081+3.2% | $5,609-6.5% |
| Admin fee / account holder | $31,512 | $16,143+95.2% | $13,411+135.0% | $10,827+191.1% |