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 | $289,912 | $138,044+110.0% | $125,339+131.3% | $134,475+115.6% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -16.65% | 750.33%-767.0pp | 572.05%-588.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $4,169 | $5,243-20.5% | $4,814-13.4% | $4,740-12.0% |
| Participant deferral / active EE | $10,348 | $7,799+32.7% | $7,446+39.0% | $6,400+61.7% |
| Admin fee / account holder | $9,081 | $11,571-21.5% | $10,010-9.3% | $11,426-20.5% |