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 | $403,403 | $138,044+192.2% | $125,339+221.9% | $134,475+200.0% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -18.22% | 750.33%-768.5pp | 572.05%-590.3pp | 417.96%-436.2pp |
| Employer contribution / active EE | $7,907 | $5,243+50.8% | $4,814+64.3% | $4,740+66.8% |
| Participant deferral / active EE | $10,683 | $7,799+37.0% | $7,446+43.5% | $6,400+66.9% |
| Admin fee / account holder | $290,465 | $11,571+2410.2% | $10,010+2801.9% | $11,426+2442.2% |