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 8-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 | $274,867 | $138,044+99.1% | $125,339+119.3% | $134,475+104.4% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -17.12% | 750.33%-767.4pp | 572.05%-589.2pp | 417.96%-435.1pp |
| Employer contribution / active EE | $5,947 | $5,243+13.4% | $4,814+23.5% | $4,740+25.5% |
| Participant deferral / active EE | $14,911 | $7,799+91.2% | $7,446+100.2% | $6,400+133.0% |
| Admin fee / account holder | $26,853 | $11,571+132.1% | $10,010+168.3% | $11,426+135.0% |