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 | $476,145 | $138,044+244.9% | $125,339+279.9% | $134,475+254.1% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -16.55% | 750.33%-766.9pp | 572.05%-588.6pp | 417.96%-434.5pp |
| Employer contribution / active EE | $2,710 | $5,243-48.3% | $4,814-43.7% | $4,740-42.8% |
| Participant deferral / active EE | $5,132 | $7,799-34.2% | $7,446-31.1% | $6,400-19.8% |
| Admin fee / account holder | $7,178 | $11,571-38.0% | $10,010-28.3% | $11,426-37.2% |