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 | $283,014 | $138,044+105.0% | $125,339+125.8% | $134,475+110.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.92% | 750.33%-763.2pp | 572.05%-585.0pp | 417.96%-430.9pp |
| Employer contribution / active EE | $4,752 | $5,243-9.4% | $4,814-1.3% | $4,740+0.3% |
| Participant deferral / active EE | $10,857 | $7,799+39.2% | $7,446+45.8% | $6,400+69.7% |
| Admin fee / account holder | $15,004 | $11,571+29.7% | $10,010+49.9% | $11,426+31.3% |