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 | $325,411 | $180,449+80.3% | $154,107+111.2% | $135,375+140.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.24% | 888.09%-894.3pp | 735.12%-741.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $7,425 | $6,035+23.0% | $5,298+40.2% | $4,779+55.4% |
| Participant deferral / active EE | $19,197 | $5,806+230.6% | $5,081+277.9% | $5,609+242.3% |
| Admin fee / account holder | $10,082 | $16,143-37.5% | $13,411-24.8% | $10,827-6.9% |