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 | $364,378 | $138,044+164.0% | $125,339+190.7% | $134,475+171.0% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.6pp | 81.2%-8.5pp |
| Annual return | -15.56% | 750.33%-765.9pp | 572.05%-587.6pp | 417.96%-433.5pp |
| Employer contribution / active EE | $3,442 | $5,243-34.4% | $4,814-28.5% | $4,740-27.4% |
| Participant deferral / active EE | $13,978 | $7,799+79.2% | $7,446+87.7% | $6,400+118.4% |
| Admin fee / account holder | $76,833 | $11,571+564.0% | $10,010+667.6% | $11,426+572.4% |