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 | $347,687 | $138,044+151.9% | $125,339+177.4% | $134,475+158.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.25% | 750.33%-767.6pp | 572.05%-589.3pp | 417.96%-435.2pp |
| Employer contribution / active EE | $7,688 | $5,243+46.6% | $4,814+59.7% | $4,740+62.2% |
| Participant deferral / active EE | $12,088 | $7,799+55.0% | $7,446+62.3% | $6,400+88.9% |
| Admin fee / account holder | $68,660 | $11,571+493.4% | $10,010+585.9% | $11,426+500.9% |