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 | $476,399 | $138,044+245.1% | $125,339+280.1% | $134,475+254.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -12.82% | 750.33%-763.1pp | 572.05%-584.9pp | 417.96%-430.8pp |
| Employer contribution / active EE | $2,262 | $5,243-56.9% | $4,814-53.0% | $4,740-52.3% |
| Participant deferral / active EE | $10,275 | $7,799+31.8% | $7,446+38.0% | $6,400+60.6% |
| Admin fee / account holder | $6,834 | $11,571-40.9% | $10,010-31.7% | $11,426-40.2% |