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 | $281,056 | $180,449+55.8% | $154,107+82.4% | $135,375+107.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.33% | 888.09%-894.4pp | 735.12%-741.4pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,266 | $6,035-62.4% | $5,298-57.2% | $4,779-52.6% |
| Participant deferral / active EE | $7,544 | $5,806+29.9% | $5,081+48.5% | $5,609+34.5% |
| Admin fee / account holder | $1,779 | $16,143-89.0% | $13,411-86.7% | $10,827-83.6% |