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 | $274,320 | $197,825+38.7% | $155,790+76.1% | $125,391+118.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -1.32% | 86.74%-88.1pp | 71.54%-72.9pp | 282.22%-283.5pp |
| Employer contribution / active EE | $14,655 | $4,847+202.4% | $3,836+282.0% | $4,866+201.2% |
| Participant deferral / active EE | $13,118 | $5,630+133.0% | $4,797+173.5% | $5,352+145.1% |
| Admin fee / account holder | $3,272 | $9,545-65.7% | $7,478-56.2% | $9,540-65.7% |