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 7-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 | $281,086 | $138,044+103.6% | $125,339+124.3% | $134,475+109.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.30% | 750.33%-762.6pp | 572.05%-584.3pp | 417.96%-430.3pp |
| Employer contribution / active EE | $5,125 | $5,243-2.3% | $4,814+6.5% | $4,740+8.1% |
| Participant deferral / active EE | $9,438 | $7,799+21.0% | $7,446+26.7% | $6,400+47.5% |
| Admin fee / account holder | $15,149 | $11,571+30.9% | $10,010+51.3% | $11,426+32.6% |