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 | $328,042 | $138,044+137.6% | $125,339+161.7% | $134,475+143.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -13.78% | 750.33%-764.1pp | 572.05%-585.8pp | 417.96%-431.7pp |
| Employer contribution / active EE | $2,918 | $5,243-44.4% | $4,814-39.4% | $4,740-38.4% |
| Participant deferral / active EE | $9,120 | $7,799+16.9% | $7,446+22.5% | $6,400+42.5% |
| Admin fee / account holder | $1,618 | $11,571-86.0% | $10,010-83.8% | $11,426-85.8% |