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 | $480,491 | $138,044+248.1% | $125,339+283.4% | $134,475+257.3% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -12.78% | 750.33%-763.1pp | 572.05%-584.8pp | 417.96%-430.7pp |
| Employer contribution / active EE | $6,019 | $5,243+14.8% | $4,814+25.0% | $4,740+27.0% |
| Participant deferral / active EE | $12,993 | $7,799+66.6% | $7,446+74.5% | $6,400+103.0% |
| Admin fee / account holder | $3,184 | $11,571-72.5% | $10,010-68.2% | $11,426-72.1% |