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 | $312,217 | $190,805+63.6% | $159,960+95.2% | $134,475+132.2% |
| Participation rate | 90.9% | 81.9%+9.0pp | 78.0%+13.0pp | 81.2%+9.7pp |
| Annual return | -15.19% | 552.23%-567.4pp | 408.60%-423.8pp | 417.96%-433.2pp |
| Employer contribution / active EE | $17,687 | $4,995+254.1% | $4,226+318.6% | $4,740+273.2% |
| Participant deferral / active EE | $11,636 | $6,923+68.1% | $6,182+88.2% | $6,400+81.8% |
| Admin fee / account holder | $9,274 | $10,471-11.4% | $8,698+6.6% | $11,426-18.8% |