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 | $257,281 | $138,044+86.4% | $125,339+105.3% | $134,475+91.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.39% | 750.33%-762.7pp | 572.05%-584.4pp | 417.96%-430.4pp |
| Employer contribution / active EE | $13,900 | $5,243+165.1% | $4,814+188.8% | $4,740+193.3% |
| Participant deferral / active EE | $12,224 | $7,799+56.7% | $7,446+64.2% | $6,400+91.0% |
| Admin fee / account holder | $358 | $11,571-96.9% | $10,010-96.4% | $11,426-96.9% |