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 | $266,153 | $138,044+92.8% | $125,339+112.3% | $134,475+97.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.42% | 750.33%-765.7pp | 572.05%-587.5pp | 417.96%-433.4pp |
| Employer contribution / active EE | $3,723 | $5,243-29.0% | $4,814-22.7% | $4,740-21.5% |
| Participant deferral / active EE | $18,317 | $7,799+134.9% | $7,446+146.0% | $6,400+186.2% |
| Admin fee / account holder | $1,489 | $11,571-87.1% | $10,010-85.1% | $11,426-87.0% |