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 | $276,594 | $138,044+100.4% | $125,339+120.7% | $134,475+105.7% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -16.62% | 750.33%-766.9pp | 572.05%-588.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $5,240 | $5,243-0.1% | $4,814+8.9% | $4,740+10.6% |
| Participant deferral / active EE | $10,207 | $7,799+30.9% | $7,446+37.1% | $6,400+59.5% |
| Admin fee / account holder | $72,845 | $11,571+529.5% | $10,010+627.8% | $11,426+537.5% |