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 | $325,047 | $190,805+70.4% | $159,960+103.2% | $134,475+141.7% |
| Participation rate | 80.0% | 81.9%-1.9pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -18.49% | 552.23%-570.7pp | 408.60%-427.1pp | 417.96%-436.4pp |
| Employer contribution / active EE | $5,856 | $4,995+17.2% | $4,226+38.6% | $4,740+23.5% |
| Participant deferral / active EE | $14,544 | $6,923+110.1% | $6,182+135.2% | $6,400+127.3% |
| Admin fee / account holder | $144,232 | $10,471+1277.4% | $8,698+1558.3% | $11,426+1162.3% |