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 | $288,350 | $138,044+108.9% | $125,339+130.1% | $134,475+114.4% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -1.46% | 750.33%-751.8pp | 572.05%-573.5pp | 417.96%-419.4pp |
| Employer contribution / active EE | $4,361 | $5,243-16.8% | $4,814-9.4% | $4,740-8.0% |
| Participant deferral / active EE | $10,784 | $7,799+38.3% | $7,446+44.8% | $6,400+68.5% |
| Admin fee / account holder | $3,375 | $11,571-70.8% | $10,010-66.3% | $11,426-70.5% |