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 | $351,365 | $90,600+287.8% | $79,464+342.2% | $135,375+159.5% |
| Participation rate | 92.3% | 76.0%+16.3pp | 73.3%+19.0pp | 82.6%+9.7pp |
| Annual return | -3.27% | 977.43%-980.7pp | 718.14%-721.4pp | 519.73%-523.0pp |
| Employer contribution / active EE | $3,639 | $3,068+18.6% | $2,800+29.9% | $4,779-23.9% |
| Participant deferral / active EE | $7,379 | $4,050+82.2% | $3,704+99.2% | $5,609+31.6% |
| Admin fee / account holder | $169,677 | $5,907+2772.6% | $5,113+3218.6% | $10,827+1467.2% |