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 | $497,832 | $190,805+160.9% | $159,960+211.2% | $134,475+270.2% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -10.19% | 552.23%-562.4pp | 408.60%-418.8pp | 417.96%-428.2pp |
| Employer contribution / active EE | $19,773 | $4,995+295.8% | $4,226+367.9% | $4,740+317.2% |
| Participant deferral / active EE | $15,790 | $6,923+128.1% | $6,182+155.4% | $6,400+146.7% |
| Admin fee / account holder | $9,112 | $10,471-13.0% | $8,698+4.8% | $11,426-20.3% |