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 | $269,088 | $160,055+68.1% | $140,016+92.2% | $135,375+98.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -2.46% | 911.38%-913.8pp | 651.12%-653.6pp | 519.73%-522.2pp |
| Employer contribution / active EE | $3,516 | $6,420-45.2% | $5,606-37.3% | $4,779-26.4% |
| Participant deferral / active EE | $12,330 | $7,642+61.3% | $6,927+78.0% | $5,609+119.8% |
| Admin fee / account holder | $11,524 | $13,328-13.5% | $10,705+7.6% | $10,827+6.4% |