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 | $261,567 | $138,044+89.5% | $125,339+108.7% | $134,475+94.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.35% | 750.33%-763.7pp | 572.05%-585.4pp | 417.96%-431.3pp |
| Employer contribution / active EE | $4,221 | $5,243-19.5% | $4,814-12.3% | $4,740-10.9% |
| Participant deferral / active EE | $7,946 | $7,799+1.9% | $7,446+6.7% | $6,400+24.2% |
| Admin fee / account holder | $1,349 | $11,571-88.3% | $10,010-86.5% | $11,426-88.2% |