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 | $285,346 | $160,055+78.3% | $140,016+103.8% | $135,375+110.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -8.97% | 911.38%-920.4pp | 651.12%-660.1pp | 519.73%-528.7pp |
| Employer contribution / active EE | $2,247 | $6,420-65.0% | $5,606-59.9% | $4,779-53.0% |
| Participant deferral / active EE | $12,634 | $7,642+65.3% | $6,927+82.4% | $5,609+125.2% |
| Admin fee / account holder | $1,016 | $13,328-92.4% | $10,705-90.5% | $10,827-90.6% |