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 | $316,959 | $138,044+129.6% | $125,339+152.9% | $134,475+135.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.61% | 750.33%-762.9pp | 572.05%-584.7pp | 417.96%-430.6pp |
| Employer contribution / active EE | $2,211 | $5,243-57.8% | $4,814-54.1% | $4,740-53.3% |
| Participant deferral / active EE | $3,643 | $7,799-53.3% | $7,446-51.1% | $6,400-43.1% |
| Admin fee / account holder | $10,221 | $11,571-11.7% | $10,010+2.1% | $11,426-10.5% |