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 | $431,986 | $180,449+139.4% | $154,107+180.3% | $135,375+219.1% |
| Participation rate | 94.7% | 87.4%+7.3pp | 83.0%+11.7pp | 82.6%+12.1pp |
| Annual return | -4.85% | 888.09%-892.9pp | 735.12%-740.0pp | 519.73%-524.6pp |
| Employer contribution / active EE | $5,203 | $6,035-13.8% | $5,298-1.8% | $4,779+8.9% |
| Participant deferral / active EE | $7,223 | $5,806+24.4% | $5,081+42.2% | $5,609+28.8% |
| Admin fee / account holder | $2,869 | $16,143-82.2% | $13,411-78.6% | $10,827-73.5% |