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 | $262,469 | $138,044+90.1% | $125,339+109.4% | $134,475+95.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.68% | 750.33%-758.0pp | 572.05%-579.7pp | 417.96%-425.6pp |
| Employer contribution / active EE | $2,739 | $5,243-47.8% | $4,814-43.1% | $4,740-42.2% |
| Participant deferral / active EE | $10,901 | $7,799+39.8% | $7,446+46.4% | $6,400+70.3% |
| Admin fee / account holder | $7,218 | $11,571-37.6% | $10,010-27.9% | $11,426-36.8% |