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 | $261,166 | $138,044+89.2% | $125,339+108.4% | $134,475+94.2% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -18.37% | 750.33%-768.7pp | 572.05%-590.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $5,628 | $5,243+7.3% | $4,814+16.9% | $4,740+18.7% |
| Participant deferral / active EE | $9,066 | $7,799+16.2% | $7,446+21.7% | $6,400+41.7% |
| Admin fee / account holder | $2,276 | $11,571-80.3% | $10,010-77.3% | $11,426-80.1% |