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 | $543,714 | $138,044+293.9% | $125,339+333.8% | $134,475+304.3% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -12.04% | 750.33%-762.4pp | 572.05%-584.1pp | 417.96%-430.0pp |
| Employer contribution / active EE | $14,101 | $5,243+168.9% | $4,814+192.9% | $4,740+197.5% |
| Participant deferral / active EE | $4,001 | $7,799-48.7% | $7,446-46.3% | $6,400-37.5% |
| Admin fee / account holder | $79,784 | $11,571+589.5% | $10,010+697.1% | $11,426+598.3% |