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 | $319,619 | $168,632+89.5% | $147,614+116.5% | $125,391+154.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.77% | 77.65%-80.4pp | 61.98%-64.8pp | 282.22%-285.0pp |
| Employer contribution / active EE | $8,883 | $6,252+42.1% | $5,564+59.6% | $4,866+82.6% |
| Participant deferral / active EE | $10,718 | $5,507+94.6% | $4,895+118.9% | $5,352+100.3% |
| Admin fee / account holder | $3,452 | $13,580-74.6% | $11,611-70.3% | $9,540-63.8% |