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 | $367,334 | $138,044+166.1% | $125,339+193.1% | $134,475+173.2% |
| Participation rate | 88.2% | 84.5%+3.8pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -19.34% | 750.33%-769.7pp | 572.05%-591.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $2,576 | $5,243-50.9% | $4,814-46.5% | $4,740-45.6% |
| Participant deferral / active EE | $8,571 | $7,799+9.9% | $7,446+15.1% | $6,400+33.9% |
| Admin fee / account holder | $27,663 | $11,571+139.1% | $10,010+176.4% | $11,426+142.1% |