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 | $406,746 | $138,044+194.6% | $125,339+224.5% | $134,475+202.5% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -13.05% | 750.33%-763.4pp | 572.05%-585.1pp | 417.96%-431.0pp |
| Employer contribution / active EE | $12,132 | $5,243+131.4% | $4,814+152.0% | $4,740+156.0% |
| Participant deferral / active EE | $12,997 | $7,799+66.7% | $7,446+74.5% | $6,400+103.1% |
| Admin fee / account holder | $87,642 | $11,571+657.4% | $10,010+775.6% | $11,426+667.0% |