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 | $316,371 | $138,065+129.1% | $123,544+156.1% | $135,375+133.7% |
| Participation rate | 93.8% | 84.7%+9.0pp | 82.3%+11.5pp | 82.6%+11.1pp |
| Annual return | -1.24% | 153.68%-154.9pp | 119.20%-120.4pp | 519.73%-521.0pp |
| Employer contribution / active EE | $3,713 | $5,151-27.9% | $4,628-19.8% | $4,779-22.3% |
| Participant deferral / active EE | $4,274 | $6,799-37.1% | $6,426-33.5% | $5,609-23.8% |
| Admin fee / account holder | $4,806 | $10,916-56.0% | $9,284-48.2% | $10,827-55.6% |