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 | $269,616 | $180,449+49.4% | $154,107+75.0% | $135,375+99.2% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -2.36% | 888.09%-890.5pp | 735.12%-737.5pp | 519.73%-522.1pp |
| Employer contribution / active EE | $2,227 | $6,035-63.1% | $5,298-58.0% | $4,779-53.4% |
| Participant deferral / active EE | $4,390 | $5,806-24.4% | $5,081-13.6% | $5,609-21.7% |
| Admin fee / account holder | $12,419 | $16,143-23.1% | $13,411-7.4% | $10,827+14.7% |