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 | $272,937 | $138,044+97.7% | $125,339+117.8% | $134,475+103.0% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.4pp |
| Annual return | -6.40% | 750.33%-756.7pp | 572.05%-578.5pp | 417.96%-424.4pp |
| Employer contribution / active EE | $2,431 | $5,243-53.6% | $4,814-49.5% | $4,740-48.7% |
| Participant deferral / active EE | $5,249 | $7,799-32.7% | $7,446-29.5% | $6,400-18.0% |
| Admin fee / account holder | $4,592 | $11,571-60.3% | $10,010-54.1% | $11,426-59.8% |