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 | $345,065 | $180,449+91.2% | $154,107+123.9% | $135,375+154.9% |
| Participation rate | 92.3% | 87.4%+4.9pp | 83.0%+9.3pp | 82.6%+9.7pp |
| Annual return | -8.17% | 888.09%-896.3pp | 735.12%-743.3pp | 519.73%-527.9pp |
| Employer contribution / active EE | $7,093 | $6,035+17.5% | $5,298+33.9% | $4,779+48.4% |
| Participant deferral / active EE | $9,787 | $5,806+68.6% | $5,081+92.6% | $5,609+74.5% |
| Admin fee / account holder | $306 | $16,143-98.1% | $13,411-97.7% | $10,827-97.2% |