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 | $563,563 | $138,044+308.2% | $125,339+349.6% | $134,475+319.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.56% | 750.33%-761.9pp | 572.05%-583.6pp | 417.96%-429.5pp |
| Employer contribution / active EE | $3,426 | $5,243-34.7% | $4,814-28.8% | $4,740-27.7% |
| Participant deferral / active EE | $6,849 | $7,799-12.2% | $7,446-8.0% | $6,400+7.0% |
| Admin fee / account holder | $207,674 | $11,571+1694.7% | $10,010+1974.8% | $11,426+1717.6% |