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 | $289,209 | $160,055+80.7% | $140,016+106.6% | $135,375+113.6% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.5%-4.2pp | 82.6%+0.7pp |
| Annual return | -1.75% | 911.38%-913.1pp | 651.12%-652.9pp | 519.73%-521.5pp |
| Employer contribution / active EE | $2,991 | $6,420-53.4% | $5,606-46.6% | $4,779-37.4% |
| Participant deferral / active EE | $4,066 | $7,642-46.8% | $6,927-41.3% | $5,609-27.5% |
| Admin fee / account holder | $5,532 | $13,328-58.5% | $10,705-48.3% | $10,827-48.9% |