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 | $264,863 | $138,044+91.9% | $125,339+111.3% | $134,475+97.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -7.64% | 750.33%-758.0pp | 572.05%-579.7pp | 417.96%-425.6pp |
| Employer contribution / active EE | $1,957 | $5,243-62.7% | $4,814-59.3% | $4,740-58.7% |
| Participant deferral / active EE | $6,500 | $7,799-16.7% | $7,446-12.7% | $6,400+1.6% |
| Admin fee / account holder | $12,961 | $11,571+12.0% | $10,010+29.5% | $11,426+13.4% |