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 | $359,184 | $138,044+160.2% | $125,339+186.6% | $134,475+167.1% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -14.49% | 750.33%-764.8pp | 572.05%-586.5pp | 417.96%-432.5pp |
| Employer contribution / active EE | $4,006 | $5,243-23.6% | $4,814-16.8% | $4,740-15.5% |
| Participant deferral / active EE | $10,675 | $7,799+36.9% | $7,446+43.4% | $6,400+66.8% |
| Admin fee / account holder | $173,893 | $11,571+1402.8% | $10,010+1637.3% | $11,426+1421.9% |