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 | $421,540 | $138,044+205.4% | $125,339+236.3% | $134,475+213.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.06% | 750.33%-768.4pp | 572.05%-590.1pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,965 | $5,243-62.5% | $4,814-59.2% | $4,740-58.5% |
| Participant deferral / active EE | $10,380 | $7,799+33.1% | $7,446+39.4% | $6,400+62.2% |
| Admin fee / account holder | $12,638 | $11,571+9.2% | $10,010+26.3% | $11,426+10.6% |