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 | $712,535 | $138,065+416.1% | $123,544+476.7% | $135,375+426.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.34% | 153.68%-159.0pp | 119.20%-124.5pp | 519.73%-525.1pp |
| Employer contribution / active EE | $4,752 | $5,151-7.8% | $4,628+2.7% | $4,779-0.6% |
| Participant deferral / active EE | $8,124 | $6,799+19.5% | $6,426+26.4% | $5,609+44.8% |
| Admin fee / account holder | $15,810 | $10,916+44.8% | $9,284+70.3% | $10,827+46.0% |