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 | $276,651 | $138,044+100.4% | $125,339+120.7% | $134,475+105.7% |
| Participation rate | 73.3% | 84.5%-11.2pp | 82.4%-9.0pp | 81.2%-7.9pp |
| Annual return | -18.50% | 750.33%-768.8pp | 572.05%-590.6pp | 417.96%-436.5pp |
| Employer contribution / active EE | $4,634 | $5,243-11.6% | $4,814-3.7% | $4,740-2.2% |
| Participant deferral / active EE | $13,622 | $7,799+74.7% | $7,446+82.9% | $6,400+112.9% |
| Admin fee / account holder | $21,465 | $11,571+85.5% | $10,010+114.4% | $11,426+87.9% |