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 | $302,377 | $168,632+79.3% | $147,614+104.8% | $125,391+141.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.67% | 77.65%-80.3pp | 61.98%-64.6pp | 282.22%-284.9pp |
| Employer contribution / active EE | $5,167 | $6,252-17.4% | $5,564-7.1% | $4,866+6.2% |
| Participant deferral / active EE | $4,233 | $5,507-23.1% | $4,895-13.5% | $5,352-20.9% |
| Admin fee / account holder | $2,558 | $13,580-81.2% | $11,611-78.0% | $9,540-73.2% |