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 | $553,021 | $138,044+300.6% | $125,339+341.2% | $134,475+311.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.48% | 750.33%-769.8pp | 572.05%-591.5pp | 417.96%-437.4pp |
| Employer contribution / active EE | $3,678 | $5,243-29.9% | $4,814-23.6% | $4,740-22.4% |
| Participant deferral / active EE | $8,685 | $7,799+11.4% | $7,446+16.6% | $6,400+35.7% |
| Admin fee / account holder | $5,421 | $11,571-53.2% | $10,010-45.8% | $11,426-52.6% |