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 | $361,356 | $97,757+269.6% | $83,848+331.0% | $135,375+166.9% |
| Participation rate | 95.5% | 80.0%+15.5pp | 76.1%+19.3pp | 82.6%+12.8pp |
| Annual return | -5.11% | 1287.37%-1292.5pp | 850.88%-856.0pp | 519.73%-524.8pp |
| Employer contribution / active EE | $6,866 | $4,222+62.6% | $3,631+89.1% | $4,779+43.7% |
| Participant deferral / active EE | $11,592 | $4,682+147.6% | $4,082+184.0% | $5,609+106.7% |
| Admin fee / account holder | $5,925 | $6,674-11.2% | $5,478+8.1% | $10,827-45.3% |