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 | $344,673 | $190,805+80.6% | $159,960+115.5% | $134,475+156.3% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -6.33% | 552.23%-558.6pp | 408.60%-414.9pp | 417.96%-424.3pp |
| Employer contribution / active EE | $4,791 | $4,995-4.1% | $4,226+13.4% | $4,740+1.1% |
| Participant deferral / active EE | $10,250 | $6,923+48.1% | $6,182+65.8% | $6,400+60.2% |
| Admin fee / account holder | $1,205 | $10,471-88.5% | $8,698-86.1% | $11,426-89.5% |