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 | $312,197 | $138,065+126.1% | $123,544+152.7% | $135,375+130.6% |
| Participation rate | 77.8% | 84.7%-7.0pp | 82.3%-4.5pp | 82.6%-4.9pp |
| Annual return | -6.79% | 153.68%-160.5pp | 119.20%-126.0pp | 519.73%-526.5pp |
| Employer contribution / active EE | $2,613 | $5,151-49.3% | $4,628-43.5% | $4,779-45.3% |
| Participant deferral / active EE | $10,450 | $6,799+53.7% | $6,426+62.6% | $5,609+86.3% |
| Admin fee / account holder | $692 | $10,916-93.7% | $9,284-92.5% | $10,827-93.6% |