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 | $289,114 | $190,805+51.5% | $159,960+80.7% | $134,475+115.0% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -16.86% | 552.23%-569.1pp | 408.60%-425.5pp | 417.96%-434.8pp |
| Employer contribution / active EE | $3,475 | $4,995-30.4% | $4,226-17.8% | $4,740-26.7% |
| Participant deferral / active EE | $12,968 | $6,923+87.3% | $6,182+109.8% | $6,400+102.6% |
| Admin fee / account holder | $74,296 | $10,471+609.5% | $8,698+754.2% | $11,426+550.2% |