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 | $268,517 | $180,449+48.8% | $154,107+74.2% | $135,375+98.4% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -6.27% | 888.09%-894.4pp | 735.12%-741.4pp | 519.73%-526.0pp |
| Employer contribution / active EE | $5,053 | $6,035-16.3% | $5,298-4.6% | $4,779+5.7% |
| Participant deferral / active EE | $3,375 | $5,806-41.9% | $5,081-33.6% | $5,609-39.8% |
| Admin fee / account holder | $1,397 | $16,143-91.3% | $13,411-89.6% | $10,827-87.1% |