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 | $362,300 | $138,044+162.5% | $125,339+189.1% | $134,475+169.4% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -16.12% | 750.33%-766.5pp | 572.05%-588.2pp | 417.96%-434.1pp |
| Employer contribution / active EE | $6,732 | $5,243+28.4% | $4,814+39.9% | $4,740+42.0% |
| Participant deferral / active EE | $11,487 | $7,799+47.3% | $7,446+54.3% | $6,400+79.5% |
| Admin fee / account holder | $3,796 | $11,571-67.2% | $10,010-62.1% | $11,426-66.8% |