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 | $297,256 | $135,635+119.2% | $110,238+169.6% | $135,375+119.6% |
| Participation rate | 95.2% | 83.5%+11.8pp | 79.8%+15.4pp | 82.6%+12.6pp |
| Annual return | -1.07% | 513.19%-514.3pp | 314.74%-315.8pp | 519.73%-520.8pp |
| Employer contribution / active EE | $3,047 | $4,906-37.9% | $3,826-20.4% | $4,779-36.2% |
| Participant deferral / active EE | $8,412 | $5,506+52.8% | $4,672+80.1% | $5,609+50.0% |
| Admin fee / account holder | $44,787 | $11,457+290.9% | $8,547+424.0% | $10,827+313.7% |