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 | $287,097 | $138,044+108.0% | $125,339+129.1% | $134,475+113.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.97% | 750.33%-770.3pp | 572.05%-592.0pp | 417.96%-437.9pp |
| Employer contribution / active EE | $3,962 | $5,243-24.4% | $4,814-17.7% | $4,740-16.4% |
| Participant deferral / active EE | $10,833 | $7,799+38.9% | $7,446+45.5% | $6,400+69.3% |
| Admin fee / account holder | $27,522 | $11,571+137.8% | $10,010+175.0% | $11,426+140.9% |