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 | $284,139 | $138,044+105.8% | $125,339+126.7% | $134,475+111.3% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -13.95% | 750.33%-764.3pp | 572.05%-586.0pp | 417.96%-431.9pp |
| Employer contribution / active EE | $4,396 | $5,243-16.2% | $4,814-8.7% | $4,740-7.3% |
| Participant deferral / active EE | $7,887 | $7,799+1.1% | $7,446+5.9% | $6,400+23.2% |
| Admin fee / account holder | $9,547 | $11,571-17.5% | $10,010-4.6% | $11,426-16.4% |