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 | $428,523 | $138,044+210.4% | $125,339+241.9% | $134,475+218.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.26% | 750.33%-764.6pp | 572.05%-586.3pp | 417.96%-432.2pp |
| Employer contribution / active EE | $4,388 | $5,243-16.3% | $4,814-8.9% | $4,740-7.4% |
| Participant deferral / active EE | $14,625 | $7,799+87.5% | $7,446+96.4% | $6,400+128.5% |
| Admin fee / account holder | $2,228 | $11,571-80.7% | $10,010-77.7% | $11,426-80.5% |