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 | $298,791 | $180,449+65.6% | $154,107+93.9% | $135,375+120.7% |
| Participation rate | 86.7% | 87.4%-0.8pp | 83.0%+3.6pp | 82.6%+4.0pp |
| Annual return | -8.76% | 888.09%-896.9pp | 735.12%-743.9pp | 519.73%-528.5pp |
| Employer contribution / active EE | $10,452 | $6,035+73.2% | $5,298+97.3% | $4,779+118.7% |
| Participant deferral / active EE | $9,063 | $5,806+56.1% | $5,081+78.4% | $5,609+61.6% |
| Admin fee / account holder | $2,968 | $16,143-81.6% | $13,411-77.9% | $10,827-72.6% |