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 | $289,420 | $138,044+109.7% | $125,339+130.9% | $134,475+115.2% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -20.50% | 750.33%-770.8pp | 572.05%-592.6pp | 417.96%-438.5pp |
| Employer contribution / active EE | $10,724 | $5,243+104.5% | $4,814+122.8% | $4,740+126.3% |
| Participant deferral / active EE | $10,039 | $7,799+28.7% | $7,446+34.8% | $6,400+56.9% |
| Admin fee / account holder | $2,691 | $11,571-76.7% | $10,010-73.1% | $11,426-76.4% |