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 | $774,851 | $138,044+461.3% | $125,339+518.2% | $134,475+476.2% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -7.05% | 750.33%-757.4pp | 572.05%-579.1pp | 417.96%-425.0pp |
| Employer contribution / active EE | $4,392 | $5,243-16.2% | $4,814-8.8% | $4,740-7.3% |
| Participant deferral / active EE | $11,183 | $7,799+43.4% | $7,446+50.2% | $6,400+74.7% |
| Admin fee / account holder | $15,416 | $11,571+33.2% | $10,010+54.0% | $11,426+34.9% |