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 | $300,088 | $180,449+66.3% | $154,107+94.7% | $135,375+121.7% |
| Participation rate | 84.2% | 87.4%-3.2pp | 83.0%+1.2pp | 82.6%+1.6pp |
| Annual return | -5.07% | 888.09%-893.2pp | 735.12%-740.2pp | 519.73%-524.8pp |
| Employer contribution / active EE | $11,527 | $6,035+91.0% | $5,298+117.6% | $4,779+141.2% |
| Participant deferral / active EE | $7,521 | $5,806+29.5% | $5,081+48.0% | $5,609+34.1% |
| Admin fee / account holder | $17,821 | $16,143+10.4% | $13,411+32.9% | $10,827+64.6% |