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 | $426,115 | $138,044+208.7% | $125,339+240.0% | $134,475+216.9% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -10.61% | 750.33%-760.9pp | 572.05%-582.7pp | 417.96%-428.6pp |
| Employer contribution / active EE | $7,033 | $5,243+34.1% | $4,814+46.1% | $4,740+48.4% |
| Participant deferral / active EE | $6,573 | $7,799-15.7% | $7,446-11.7% | $6,400+2.7% |
| Admin fee / account holder | $19,754 | $11,571+70.7% | $10,010+97.4% | $11,426+72.9% |