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 | $251,938 | $138,044+82.5% | $125,339+101.0% | $134,475+87.3% |
| Participation rate | 94.1% | 84.5%+9.6pp | 82.4%+11.7pp | 81.2%+12.9pp |
| Annual return | -19.43% | 750.33%-769.8pp | 572.05%-591.5pp | 417.96%-437.4pp |
| Employer contribution / active EE | $12,116 | $5,243+131.1% | $4,814+151.7% | $4,740+155.6% |
| Participant deferral / active EE | $8,933 | $7,799+14.5% | $7,446+20.0% | $6,400+39.6% |
| Admin fee / account holder | $831 | $11,571-92.8% | $10,010-91.7% | $11,426-92.7% |