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 | $412,664 | $180,449+128.7% | $154,107+167.8% | $135,375+204.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.45% | 888.09%-893.5pp | 735.12%-740.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,408 | $6,035-76.7% | $5,298-73.4% | $4,779-70.5% |
| Participant deferral / active EE | $12,825 | $5,806+120.9% | $5,081+152.4% | $5,609+128.7% |
| Admin fee / account holder | $7,143 | $16,143-55.8% | $13,411-46.7% | $10,827-34.0% |