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 | $270,872 | $138,044+96.2% | $125,339+116.1% | $134,475+101.4% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -20.13% | 750.33%-770.5pp | 572.05%-592.2pp | 417.96%-438.1pp |
| Employer contribution / active EE | $2,811 | $5,243-46.4% | $4,814-41.6% | $4,740-40.7% |
| Participant deferral / active EE | $18,375 | $7,799+135.6% | $7,446+146.8% | $6,400+187.1% |
| Admin fee / account holder | $1,425 | $11,571-87.7% | $10,010-85.8% | $11,426-87.5% |