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 | $326,716 | $138,044+136.7% | $125,339+160.7% | $134,475+143.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -11.48% | 750.33%-761.8pp | 572.05%-583.5pp | 417.96%-429.4pp |
| Employer contribution / active EE | $1,083 | $5,243-79.4% | $4,814-77.5% | $4,740-77.2% |
| Participant deferral / active EE | $8,485 | $7,799+8.8% | $7,446+13.9% | $6,400+32.6% |
| Admin fee / account holder | $87,335 | $11,571+654.8% | $10,010+772.5% | $11,426+664.4% |