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 | $307,012 | $138,044+122.4% | $125,339+144.9% | $134,475+128.3% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -8.02% | 750.33%-758.3pp | 572.05%-580.1pp | 417.96%-426.0pp |
| Employer contribution / active EE | $2,728 | $5,243-48.0% | $4,814-43.3% | $4,740-42.4% |
| Participant deferral / active EE | $9,677 | $7,799+24.1% | $7,446+30.0% | $6,400+51.2% |
| Admin fee / account holder | $15,028 | $11,571+29.9% | $10,010+50.1% | $11,426+31.5% |