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 | $254,589 | $138,044+84.4% | $125,339+103.1% | $134,475+89.3% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -7.55% | 750.33%-757.9pp | 572.05%-579.6pp | 417.96%-425.5pp |
| Employer contribution / active EE | $16,489 | $5,243+214.5% | $4,814+242.6% | $4,740+247.9% |
| Participant deferral / active EE | $8,120 | $7,799+4.1% | $7,446+9.0% | $6,400+26.9% |
| Admin fee / account holder | $62,179 | $11,571+437.4% | $10,010+521.2% | $11,426+444.2% |