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 | $343,900 | $138,044+149.1% | $125,339+174.4% | $134,475+155.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -1.90% | 750.33%-752.2pp | 572.05%-574.0pp | 417.96%-419.9pp |
| Employer contribution / active EE | $3,182 | $5,243-39.3% | $4,814-33.9% | $4,740-32.9% |
| Participant deferral / active EE | $9,840 | $7,799+26.2% | $7,446+32.1% | $6,400+53.8% |
| Admin fee / account holder | $5,153 | $11,571-55.5% | $10,010-48.5% | $11,426-54.9% |