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 | $287,692 | $138,044+108.4% | $125,339+129.5% | $134,475+113.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -6.54% | 750.33%-756.9pp | 572.05%-578.6pp | 417.96%-424.5pp |
| Employer contribution / active EE | $4,429 | $5,243-15.5% | $4,814-8.0% | $4,740-6.6% |
| Participant deferral / active EE | $10,714 | $7,799+37.4% | $7,446+43.9% | $6,400+67.4% |
| Admin fee / account holder | $2,696 | $11,571-76.7% | $10,010-73.1% | $11,426-76.4% |