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 | $471,397 | $138,065+241.4% | $123,544+281.6% | $135,375+248.2% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -6.18% | 153.68%-159.9pp | 119.20%-125.4pp | 519.73%-525.9pp |
| Employer contribution / active EE | $20,724 | $5,151+302.3% | $4,628+347.8% | $4,779+333.7% |
| Participant deferral / active EE | $11,213 | $6,799+64.9% | $6,426+74.5% | $5,609+99.9% |
| Admin fee / account holder | $17,020 | $10,916+55.9% | $9,284+83.3% | $10,827+57.2% |