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 | $300,923 | $138,044+118.0% | $125,339+140.1% | $134,475+123.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.21% | 750.33%-767.5pp | 572.05%-589.3pp | 417.96%-435.2pp |
| Employer contribution / active EE | $3,668 | $5,243-30.0% | $4,814-23.8% | $4,740-22.6% |
| Participant deferral / active EE | $11,294 | $7,799+44.8% | $7,446+51.7% | $6,400+76.5% |
| Admin fee / account holder | $5,952 | $11,571-48.6% | $10,010-40.5% | $11,426-47.9% |