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 | $364,852 | $138,044+164.3% | $125,339+191.1% | $134,475+171.3% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -5.04% | 750.33%-755.4pp | 572.05%-577.1pp | 417.96%-423.0pp |
| Employer contribution / active EE | $7,360 | $5,243+40.4% | $4,814+52.9% | $4,740+55.3% |
| Participant deferral / active EE | $3,388 | $7,799-56.6% | $7,446-54.5% | $6,400-47.1% |
| Admin fee / account holder | $3,545 | $11,571-69.4% | $10,010-64.6% | $11,426-69.0% |