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 | $648,287 | $180,449+259.3% | $154,107+320.7% | $135,375+378.9% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -2.50% | 888.09%-890.6pp | 735.12%-737.6pp | 519.73%-522.2pp |
| Employer contribution / active EE | $9,885 | $6,035+63.8% | $5,298+86.6% | $4,779+106.9% |
| Participant deferral / active EE | $14,242 | $5,806+145.3% | $5,081+180.3% | $5,609+153.9% |
| Admin fee / account holder | $26,951 | $16,143+67.0% | $13,411+101.0% | $10,827+148.9% |