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 | $453,489 | $168,632+168.9% | $147,614+207.2% | $125,391+261.7% |
| Participation rate | 90.5% | 88.8%+1.7pp | 84.6%+5.9pp | 83.2%+7.3pp |
| Annual return | -1.41% | 77.65%-79.1pp | 61.98%-63.4pp | 282.22%-283.6pp |
| Employer contribution / active EE | $24,500 | $6,252+291.9% | $5,564+340.3% | $4,866+403.5% |
| Participant deferral / active EE | $15,308 | $5,507+178.0% | $4,895+212.7% | $5,352+186.1% |
| Admin fee / account holder | $2,711 | $13,580-80.0% | $11,611-76.6% | $9,540-71.6% |