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 | $611,760 | $135,635+351.0% | $110,238+454.9% | $135,375+351.9% |
| Participation rate | 85.7% | 83.5%+2.3pp | 79.8%+5.9pp | 82.6%+3.1pp |
| Annual return | -6.72% | 513.19%-519.9pp | 314.74%-321.5pp | 519.73%-526.5pp |
| Employer contribution / active EE | $5,580 | $4,906+13.7% | $3,826+45.8% | $4,779+16.8% |
| Participant deferral / active EE | $15,500 | $5,506+181.5% | $4,672+231.8% | $5,609+176.4% |
| Admin fee / account holder | $1,108 | $11,457-90.3% | $8,547-87.0% | $10,827-89.8% |