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 | $267,141 | $180,449+48.0% | $154,107+73.3% | $135,375+97.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.62% | 888.09%-890.7pp | 735.12%-737.7pp | 519.73%-522.4pp |
| Employer contribution / active EE | $1,755 | $6,035-70.9% | $5,298-66.9% | $4,779-63.3% |
| Participant deferral / active EE | $3,205 | $5,806-44.8% | $5,081-36.9% | $5,609-42.9% |
| Admin fee / account holder | $25,448 | $16,143+57.6% | $13,411+89.8% | $10,827+135.0% |