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 | $592,136 | $92,703+538.7% | $82,719+615.8% | $134,475+340.3% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.4pp | 81.2%+9.7pp |
| Annual return | -13.83% | 944.92%-958.8pp | 701.18%-715.0pp | 417.96%-431.8pp |
| Employer contribution / active EE | $1,645 | $3,274-49.8% | $3,009-45.3% | $4,740-65.3% |
| Participant deferral / active EE | $5,348 | $4,802+11.4% | $4,395+21.7% | $6,400-16.4% |
| Admin fee / account holder | $14,615 | $5,983+144.3% | $5,329+174.3% | $11,426+27.9% |