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 | $651,617 | $138,044+372.0% | $125,339+419.9% | $134,475+384.6% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -19.25% | 750.33%-769.6pp | 572.05%-591.3pp | 417.96%-437.2pp |
| Employer contribution / active EE | $11,527 | $5,243+119.8% | $4,814+139.5% | $4,740+143.2% |
| Participant deferral / active EE | $6,500 | $7,799-16.7% | $7,446-12.7% | $6,400+1.6% |
| Admin fee / account holder | $33,229 | $11,571+187.2% | $10,010+232.0% | $11,426+190.8% |