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 | $288,845 | $138,044+109.2% | $125,339+130.5% | $134,475+114.8% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -15.27% | 750.33%-765.6pp | 572.05%-587.3pp | 417.96%-433.2pp |
| Employer contribution / active EE | $14,756 | $5,243+181.4% | $4,814+206.5% | $4,740+211.3% |
| Participant deferral / active EE | $5,670 | $7,799-27.3% | $7,446-23.9% | $6,400-11.4% |
| Admin fee / account holder | $66,910 | $11,571+478.2% | $10,010+568.5% | $11,426+485.6% |