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 | $321,962 | $138,044+133.2% | $125,339+156.9% | $134,475+139.4% |
| Participation rate | 94.4% | 84.5%+10.0pp | 82.4%+12.1pp | 81.2%+13.2pp |
| Annual return | -17.07% | 750.33%-767.4pp | 572.05%-589.1pp | 417.96%-435.0pp |
| Employer contribution / active EE | $7,898 | $5,243+50.6% | $4,814+64.1% | $4,740+66.6% |
| Participant deferral / active EE | $14,349 | $7,799+84.0% | $7,446+92.7% | $6,400+124.2% |
| Admin fee / account holder | $6,099 | $11,571-47.3% | $10,010-39.1% | $11,426-46.6% |