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 | $258,120 | $138,044+87.0% | $125,339+105.9% | $134,475+91.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -10.52% | 750.33%-760.8pp | 572.05%-582.6pp | 417.96%-428.5pp |
| Employer contribution / active EE | $4,609 | $5,243-12.1% | $4,814-4.3% | $4,740-2.8% |
| Participant deferral / active EE | $10,246 | $7,799+31.4% | $7,446+37.6% | $6,400+60.1% |
| Admin fee / account holder | $15,342 | $11,571+32.6% | $10,010+53.3% | $11,426+34.3% |