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 | $320,824 | $138,044+132.4% | $125,339+156.0% | $134,475+138.6% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.3pp |
| Annual return | -18.70% | 750.33%-769.0pp | 572.05%-590.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $5,467 | $5,243+4.3% | $4,814+13.6% | $4,740+15.3% |
| Participant deferral / active EE | $11,385 | $7,799+46.0% | $7,446+52.9% | $6,400+77.9% |
| Admin fee / account holder | $2,032 | $11,571-82.4% | $10,010-79.7% | $11,426-82.2% |