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 | $259,947 | $138,044+88.3% | $125,339+107.4% | $134,475+93.3% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -17.27% | 750.33%-767.6pp | 572.05%-589.3pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,061 | $5,243-60.7% | $4,814-57.2% | $4,740-56.5% |
| Participant deferral / active EE | $8,875 | $7,799+13.8% | $7,446+19.2% | $6,400+38.7% |
| Admin fee / account holder | $8,381 | $11,571-27.6% | $10,010-16.3% | $11,426-26.7% |