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 | $267,698 | $138,044+93.9% | $125,339+113.6% | $134,475+99.1% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -14.52% | 750.33%-764.8pp | 572.05%-586.6pp | 417.96%-432.5pp |
| Employer contribution / active EE | $3,231 | $5,243-38.4% | $4,814-32.9% | $4,740-31.8% |
| Participant deferral / active EE | $2,636 | $7,799-66.2% | $7,446-64.6% | $6,400-58.8% |
| Admin fee / account holder | $9,152 | $11,571-20.9% | $10,010-8.6% | $11,426-19.9% |