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 | $377,231 | $180,449+109.1% | $154,107+144.8% | $135,375+178.7% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -7.96% | 888.09%-896.1pp | 735.12%-743.1pp | 519.73%-527.7pp |
| Employer contribution / active EE | $13,009 | $6,035+115.6% | $5,298+145.6% | $4,779+172.2% |
| Participant deferral / active EE | $19,545 | $5,806+236.6% | $5,081+284.7% | $5,609+248.5% |
| Admin fee / account holder | $1,133 | $16,143-93.0% | $13,411-91.5% | $10,827-89.5% |