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 | $334,684 | $138,044+142.4% | $125,339+167.0% | $134,475+148.9% |
| Participation rate | 95.7% | 84.5%+11.2pp | 82.4%+13.3pp | 81.2%+14.4pp |
| Annual return | -19.33% | 750.33%-769.7pp | 572.05%-591.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $4,783 | $5,243-8.8% | $4,814-0.6% | $4,740+0.9% |
| Participant deferral / active EE | $9,718 | $7,799+24.6% | $7,446+30.5% | $6,400+51.8% |
| Admin fee / account holder | $3,108 | $11,571-73.1% | $10,010-69.0% | $11,426-72.8% |