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 | $257,811 | $90,600+184.6% | $79,464+224.4% | $135,375+90.4% |
| Participation rate | 93.8% | 76.0%+17.7pp | 73.3%+20.4pp | 82.6%+11.1pp |
| Annual return | -6.39% | 977.43%-983.8pp | 718.14%-724.5pp | 519.73%-526.1pp |
| Employer contribution / active EE | $8,121 | $3,068+164.7% | $2,800+190.0% | $4,779+69.9% |
| Participant deferral / active EE | $11,312 | $4,050+179.3% | $3,704+205.4% | $5,609+101.7% |
| Admin fee / account holder | $2,908 | $5,907-50.8% | $5,113-43.1% | $10,827-73.1% |