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 | $321,772 | $180,449+78.3% | $154,107+108.8% | $135,375+137.7% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -2.86% | 888.09%-890.9pp | 735.12%-738.0pp | 519.73%-522.6pp |
| Employer contribution / active EE | $7,438 | $6,035+23.3% | $5,298+40.4% | $4,779+55.7% |
| Participant deferral / active EE | $3,806 | $5,806-34.5% | $5,081-25.1% | $5,609-32.1% |
| Admin fee / account holder | $460 | $16,143-97.2% | $13,411-96.6% | $10,827-95.8% |