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 | $487,101 | $138,044+252.9% | $125,339+288.6% | $134,475+262.2% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -19.02% | 750.33%-769.3pp | 572.05%-591.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $2,462 | $5,243-53.0% | $4,814-48.8% | $4,740-48.0% |
| Participant deferral / active EE | $4,414 | $7,799-43.4% | $7,446-40.7% | $6,400-31.0% |
| Admin fee / account holder | $2,610 | $11,571-77.4% | $10,010-73.9% | $11,426-77.2% |