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 | $473,244 | $138,044+242.8% | $125,339+277.6% | $134,475+251.9% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -14.55% | 750.33%-764.9pp | 572.05%-586.6pp | 417.96%-432.5pp |
| Employer contribution / active EE | $5,871 | $5,243+12.0% | $4,814+22.0% | $4,740+23.9% |
| Participant deferral / active EE | $8,079 | $7,799+3.6% | $7,446+8.5% | $6,400+26.2% |
| Admin fee / account holder | $40,415 | $11,571+249.3% | $10,010+303.8% | $11,426+253.7% |