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 | $292,681 | $138,044+112.0% | $125,339+133.5% | $134,475+117.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.01% | 750.33%-765.3pp | 572.05%-587.1pp | 417.96%-433.0pp |
| Employer contribution / active EE | $2,614 | $5,243-50.1% | $4,814-45.7% | $4,740-44.8% |
| Participant deferral / active EE | $14,464 | $7,799+85.5% | $7,446+94.2% | $6,400+126.0% |
| Admin fee / account holder | $3,991 | $11,571-65.5% | $10,010-60.1% | $11,426-65.1% |