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 | $318,956 | $135,635+135.2% | $110,238+189.3% | $135,375+135.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.96% | 513.19%-518.1pp | 314.74%-319.7pp | 519.73%-524.7pp |
| Employer contribution / active EE | $3,614 | $4,906-26.3% | $3,826-5.5% | $4,779-24.4% |
| Participant deferral / active EE | $17,567 | $5,506+219.0% | $4,672+276.0% | $5,609+213.2% |
| Admin fee / account holder | $5,899 | $11,457-48.5% | $8,547-31.0% | $10,827-45.5% |