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 | $323,370 | $160,055+102.0% | $140,016+131.0% | $135,375+138.9% |
| Participation rate | 88.2% | 88.5%-0.3pp | 87.5%+0.7pp | 82.6%+5.6pp |
| Annual return | -6.05% | 911.38%-917.4pp | 651.12%-657.2pp | 519.73%-525.8pp |
| Employer contribution / active EE | $20,464 | $6,420+218.7% | $5,606+265.0% | $4,779+328.2% |
| Participant deferral / active EE | $15,609 | $7,642+104.3% | $6,927+125.3% | $5,609+178.3% |
| Admin fee / account holder | $3,224 | $13,328-75.8% | $10,705-69.9% | $10,827-70.2% |