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 | $264,482 | $138,044+91.6% | $125,339+111.0% | $134,475+96.7% |
| Participation rate | 90.5% | 84.5%+6.0pp | 82.4%+8.1pp | 81.2%+9.3pp |
| Annual return | -16.30% | 750.33%-766.6pp | 572.05%-588.3pp | 417.96%-434.3pp |
| Employer contribution / active EE | $16,429 | $5,243+213.3% | $4,814+241.3% | $4,740+246.6% |
| Participant deferral / active EE | $9,949 | $7,799+27.6% | $7,446+33.6% | $6,400+55.5% |
| Admin fee / account holder | $13,111 | $11,571+13.3% | $10,010+31.0% | $11,426+14.8% |