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 | $472,405 | $147,727+219.8% | $115,756+308.1% | $134,475+251.3% |
| Participation rate | 91.7% | 80.4%+11.2pp | 77.1%+14.6pp | 81.2%+10.4pp |
| Annual return | -19.85% | 73.96%-93.8pp | 143.14%-163.0pp | 417.96%-437.8pp |
| Employer contribution / active EE | $7,137 | $4,713+51.4% | $3,793+88.2% | $4,740+50.6% |
| Participant deferral / active EE | $14,622 | $7,563+93.3% | $6,254+133.8% | $6,400+128.5% |
| Admin fee / account holder | $3,621 | $14,571-75.2% | $8,124-55.4% | $11,426-68.3% |