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 | $368,990 | $180,449+104.5% | $154,107+139.4% | $135,375+172.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -8.21% | 888.09%-896.3pp | 735.12%-743.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $5,577 | $6,035-7.6% | $5,298+5.3% | $4,779+16.7% |
| Participant deferral / active EE | $5,200 | $5,806-10.4% | $5,081+2.4% | $5,609-7.3% |
| Admin fee / account holder | $3,463 | $16,143-78.5% | $13,411-74.2% | $10,827-68.0% |