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 | $283,533 | $168,632+68.1% | $147,614+92.1% | $125,391+126.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.21% | 77.65%-77.9pp | 61.98%-62.2pp | 282.22%-282.4pp |
| Employer contribution / active EE | $5,214 | $6,252-16.6% | $5,564-6.3% | $4,866+7.1% |
| Participant deferral / active EE | $5,500 | $5,507-0.1% | $4,895+12.4% | $5,352+2.8% |
| Admin fee / account holder | $2,356 | $13,580-82.7% | $11,611-79.7% | $9,540-75.3% |