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 | $286,663 | $190,805+50.2% | $159,960+79.2% | $134,475+113.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -18.06% | 552.23%-570.3pp | 408.60%-426.7pp | 417.96%-436.0pp |
| Employer contribution / active EE | $3,659 | $4,995-26.8% | $4,226-13.4% | $4,740-22.8% |
| Participant deferral / active EE | $6,350 | $6,923-8.3% | $6,182+2.7% | $6,400-0.8% |
| Admin fee / account holder | $17,343 | $10,471+65.6% | $8,698+99.4% | $11,426+51.8% |