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 | $378,243 | $138,044+174.0% | $125,339+201.8% | $134,475+181.3% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -11.03% | 750.33%-761.4pp | 572.05%-583.1pp | 417.96%-429.0pp |
| Employer contribution / active EE | $2,760 | $5,243-47.4% | $4,814-42.7% | $4,740-41.8% |
| Participant deferral / active EE | $13,104 | $7,799+68.0% | $7,446+76.0% | $6,400+104.8% |
| Admin fee / account holder | $10,308 | $11,571-10.9% | $10,010+3.0% | $11,426-9.8% |