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 | $274,064 | $138,044+98.5% | $125,339+118.7% | $134,475+103.8% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -15.32% | 750.33%-765.6pp | 572.05%-587.4pp | 417.96%-433.3pp |
| Employer contribution / active EE | $13,326 | $5,243+154.1% | $4,814+176.8% | $4,740+181.2% |
| Participant deferral / active EE | $11,117 | $7,799+42.5% | $7,446+49.3% | $6,400+73.7% |
| Admin fee / account holder | $27,940 | $11,571+141.5% | $10,010+179.1% | $11,426+144.5% |