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 | $352,901 | $138,065+155.6% | $123,544+185.6% | $135,375+160.7% |
| Participation rate | 87.5% | 84.7%+2.8pp | 82.3%+5.2pp | 82.6%+4.9pp |
| Annual return | -5.01% | 153.68%-158.7pp | 119.20%-124.2pp | 519.73%-524.7pp |
| Employer contribution / active EE | $4,921 | $5,151-4.5% | $4,628+6.3% | $4,779+3.0% |
| Participant deferral / active EE | $8,869 | $6,799+30.4% | $6,426+38.0% | $5,609+58.1% |
| Admin fee / account holder | $3,639 | $10,916-66.7% | $9,284-60.8% | $10,827-66.4% |