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 | $290,651 | $138,044+110.5% | $125,339+131.9% | $134,475+116.1% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -5.82% | 750.33%-756.1pp | 572.05%-577.9pp | 417.96%-423.8pp |
| Employer contribution / active EE | $4,105 | $5,243-21.7% | $4,814-14.7% | $4,740-13.4% |
| Participant deferral / active EE | $12,477 | $7,799+60.0% | $7,446+67.6% | $6,400+95.0% |
| Admin fee / account holder | $24,630 | $11,571+112.9% | $10,010+146.1% | $11,426+115.6% |