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 | $318,725 | $138,044+130.9% | $125,339+154.3% | $134,475+137.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.39% | 750.33%-759.7pp | 572.05%-581.4pp | 417.96%-427.4pp |
| Employer contribution / active EE | $7,529 | $5,243+43.6% | $4,814+56.4% | $4,740+58.9% |
| Participant deferral / active EE | $8,786 | $7,799+12.7% | $7,446+18.0% | $6,400+37.3% |
| Admin fee / account holder | $12,801 | $11,571+10.6% | $10,010+27.9% | $11,426+12.0% |