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 | $274,522 | $92,703+196.1% | $82,719+231.9% | $134,475+104.1% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -3.88% | 944.92%-948.8pp | 701.18%-705.1pp | 417.96%-421.8pp |
| Employer contribution / active EE | $11,212 | $3,274+242.5% | $3,009+272.6% | $4,740+136.6% |
| Participant deferral / active EE | $7,095 | $4,802+47.8% | $4,395+61.4% | $6,400+10.9% |
| Admin fee / account holder | $2,096 | $5,983-65.0% | $5,329-60.7% | $11,426-81.7% |