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 | $275,193 | $138,044+99.4% | $125,339+119.6% | $134,475+104.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.92% | 750.33%-766.2pp | 572.05%-588.0pp | 417.96%-433.9pp |
| Employer contribution / active EE | $11,055 | $5,243+110.8% | $4,814+129.7% | $4,740+133.2% |
| Participant deferral / active EE | $11,614 | $7,799+48.9% | $7,446+56.0% | $6,400+81.5% |
| Admin fee / account holder | $128,502 | $11,571+1010.5% | $10,010+1183.8% | $11,426+1024.7% |