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 | $324,635 | $138,044+135.2% | $125,339+159.0% | $134,475+141.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.20% | 750.33%-763.5pp | 572.05%-585.3pp | 417.96%-431.2pp |
| Employer contribution / active EE | $3,985 | $5,243-24.0% | $4,814-17.2% | $4,740-15.9% |
| Participant deferral / active EE | $16,887 | $7,799+116.5% | $7,446+126.8% | $6,400+163.9% |
| Admin fee / account holder | $25,952 | $11,571+124.3% | $10,010+159.3% | $11,426+127.1% |