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 | $373,677 | $138,044+170.7% | $125,339+198.1% | $134,475+177.9% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -17.49% | 750.33%-767.8pp | 572.05%-589.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $15,909 | $5,243+203.4% | $4,814+230.5% | $4,740+235.7% |
| Participant deferral / active EE | $15,034 | $7,799+92.8% | $7,446+101.9% | $6,400+134.9% |
| Admin fee / account holder | $2,290 | $11,571-80.2% | $10,010-77.1% | $11,426-80.0% |