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 | $263,137 | $180,449+45.8% | $154,107+70.7% | $135,375+94.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -5.47% | 888.09%-893.6pp | 735.12%-740.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $5,181 | $6,035-14.1% | $5,298-2.2% | $4,779+8.4% |
| Participant deferral / active EE | $5,649 | $5,806-2.7% | $5,081+11.2% | $5,609+0.7% |
| Admin fee / account holder | $11,773 | $16,143-27.1% | $13,411-12.2% | $10,827+8.7% |