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 | $291,145 | $138,044+110.9% | $125,339+132.3% | $134,475+116.5% |
| Participation rate | 81.3% | 84.5%-3.2pp | 82.4%-1.1pp | 81.2%0pp |
| Annual return | -17.78% | 750.33%-768.1pp | 572.05%-589.8pp | 417.96%-435.7pp |
| Employer contribution / active EE | $5,097 | $5,243-2.8% | $4,814+5.9% | $4,740+7.5% |
| Participant deferral / active EE | $6,754 | $7,799-13.4% | $7,446-9.3% | $6,400+5.5% |
| Admin fee / account holder | $12,618 | $11,571+9.0% | $10,010+26.1% | $11,426+10.4% |