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 | $386,248 | $97,757+295.1% | $83,848+360.7% | $135,375+185.3% |
| Participation rate | 93.3% | 80.0%+13.4pp | 76.1%+17.2pp | 82.6%+10.7pp |
| Annual return | -4.58% | 1287.37%-1291.9pp | 850.88%-855.5pp | 519.73%-524.3pp |
| Employer contribution / active EE | $1,304 | $4,222-69.1% | $3,631-64.1% | $4,779-72.7% |
| Participant deferral / active EE | $3,066 | $4,682-34.5% | $4,082-24.9% | $5,609-45.3% |
| Admin fee / account holder | $386 | $6,674-94.2% | $5,478-92.9% | $10,827-96.4% |