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 | $264,603 | $168,632+56.9% | $147,614+79.3% | $125,391+111.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.70% | 77.65%-78.3pp | 61.98%-62.7pp | 282.22%-282.9pp |
| Employer contribution / active EE | $4,302 | $6,252-31.2% | $5,564-22.7% | $4,866-11.6% |
| Participant deferral / active EE | $9,738 | $5,507+76.8% | $4,895+98.9% | $5,352+82.0% |
| Admin fee / account holder | $1,245 | $13,580-90.8% | $11,611-89.3% | $9,540-86.9% |