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 | $270,280 | $138,044+95.8% | $125,339+115.6% | $134,475+101.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -13.00% | 750.33%-763.3pp | 572.05%-585.1pp | 417.96%-431.0pp |
| Employer contribution / active EE | $5,011 | $5,243-4.4% | $4,814+4.1% | $4,740+5.7% |
| Participant deferral / active EE | $10,557 | $7,799+35.4% | $7,446+41.8% | $6,400+65.0% |
| Admin fee / account holder | $22,597 | $11,571+95.3% | $10,010+125.8% | $11,426+97.8% |