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 | $429,114 | $138,044+210.9% | $125,339+242.4% | $134,475+219.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.62% | 750.33%-762.9pp | 572.05%-584.7pp | 417.96%-430.6pp |
| Employer contribution / active EE | $4,221 | $5,243-19.5% | $4,814-12.3% | $4,740-10.9% |
| Participant deferral / active EE | $7,546 | $7,799-3.2% | $7,446+1.3% | $6,400+17.9% |
| Admin fee / account holder | $2,681 | $11,571-76.8% | $10,010-73.2% | $11,426-76.5% |