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 | $390,789 | $180,449+116.6% | $154,107+153.6% | $135,375+188.7% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -8.12% | 888.09%-896.2pp | 735.12%-743.2pp | 519.73%-527.9pp |
| Employer contribution / active EE | $9,603 | $6,035+59.1% | $5,298+81.3% | $4,779+100.9% |
| Participant deferral / active EE | $5,899 | $5,806+1.6% | $5,081+16.1% | $5,609+5.2% |
| Admin fee / account holder | $18,275 | $16,143+13.2% | $13,411+36.3% | $10,827+68.8% |