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 | $419,211 | $138,044+203.7% | $125,339+234.5% | $134,475+211.7% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -14.68% | 750.33%-765.0pp | 572.05%-586.7pp | 417.96%-432.6pp |
| Employer contribution / active EE | $2,105 | $5,243-59.9% | $4,814-56.3% | $4,740-55.6% |
| Participant deferral / active EE | $14,033 | $7,799+79.9% | $7,446+88.5% | $6,400+119.3% |
| Admin fee / account holder | $11,450 | $11,571-1.1% | $10,010+14.4% | $11,426+0.2% |