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 | $288,955 | $180,449+60.1% | $154,107+87.5% | $135,375+113.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.52% | 888.09%-891.6pp | 735.12%-738.6pp | 519.73%-523.3pp |
| Employer contribution / active EE | $2,040 | $6,035-66.2% | $5,298-61.5% | $4,779-57.3% |
| Participant deferral / active EE | $8,117 | $5,806+39.8% | $5,081+59.8% | $5,609+44.7% |
| Admin fee / account holder | $9,031 | $16,143-44.1% | $13,411-32.7% | $10,827-16.6% |