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 | $310,688 | $138,044+125.1% | $125,339+147.9% | $134,475+131.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.94% | 750.33%-765.3pp | 572.05%-587.0pp | 417.96%-432.9pp |
| Employer contribution / active EE | $2,338 | $5,243-55.4% | $4,814-51.4% | $4,740-50.7% |
| Participant deferral / active EE | $5,773 | $7,799-26.0% | $7,446-22.5% | $6,400-9.8% |
| Admin fee / account holder | $22,946 | $11,571+98.3% | $10,010+129.2% | $11,426+100.8% |