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 | $607,633 | $138,044+340.2% | $125,339+384.8% | $134,475+351.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -18.74% | 750.33%-769.1pp | 572.05%-590.8pp | 417.96%-436.7pp |
| Employer contribution / active EE | $3,810 | $5,243-27.3% | $4,814-20.9% | $4,740-19.6% |
| Participant deferral / active EE | $11,682 | $7,799+49.8% | $7,446+56.9% | $6,400+82.5% |
| Admin fee / account holder | $6,071 | $11,571-47.5% | $10,010-39.4% | $11,426-46.9% |