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 | $257,837 | $190,805+35.1% | $159,960+61.2% | $134,475+91.7% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -19.50% | 552.23%-571.7pp | 408.60%-428.1pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,528 | $4,995-69.4% | $4,226-63.8% | $4,740-67.8% |
| Participant deferral / active EE | $4,360 | $6,923-37.0% | $6,182-29.5% | $6,400-31.9% |
| Admin fee / account holder | $1,484 | $10,471-85.8% | $8,698-82.9% | $11,426-87.0% |