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 | $351,697 | $138,044+154.8% | $125,339+180.6% | $134,475+161.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.45% | 750.33%-760.8pp | 572.05%-582.5pp | 417.96%-428.4pp |
| Employer contribution / active EE | $18,248 | $5,243+248.0% | $4,814+279.1% | $4,740+285.0% |
| Participant deferral / active EE | $16,046 | $7,799+105.8% | $7,446+115.5% | $6,400+150.7% |
| Admin fee / account holder | $11,638 | $11,571+0.6% | $10,010+16.3% | $11,426+1.9% |