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 | $271,056 | $180,449+50.2% | $154,107+75.9% | $135,375+100.2% |
| Participation rate | 94.1% | 87.4%+6.7pp | 83.0%+11.1pp | 82.6%+11.5pp |
| Annual return | -5.94% | 888.09%-894.0pp | 735.12%-741.1pp | 519.73%-525.7pp |
| Employer contribution / active EE | $23,155 | $6,035+283.7% | $5,298+337.1% | $4,779+384.5% |
| Participant deferral / active EE | $16,851 | $5,806+190.2% | $5,081+231.7% | $5,609+200.4% |
| Admin fee / account holder | $1,540 | $16,143-90.5% | $13,411-88.5% | $10,827-85.8% |