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 | $392,550 | $135,635+189.4% | $110,238+256.1% | $135,375+190.0% |
| Participation rate | 83.3% | 83.5%-0.1pp | 79.8%+3.5pp | 82.6%+0.7pp |
| Annual return | -2.34% | 513.19%-515.5pp | 314.74%-317.1pp | 519.73%-522.1pp |
| Employer contribution / active EE | $19,210 | $4,906+291.5% | $3,826+402.0% | $4,779+302.0% |
| Participant deferral / active EE | $11,448 | $5,506+107.9% | $4,672+145.0% | $5,609+104.1% |
| Admin fee / account holder | $34,342 | $11,457+199.8% | $8,547+301.8% | $10,827+217.2% |