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 | $294,921 | $138,044+113.6% | $125,339+135.3% | $134,475+119.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.69% | 750.33%-766.0pp | 572.05%-587.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $3,383 | $5,243-35.5% | $4,814-29.7% | $4,740-28.6% |
| Participant deferral / active EE | $12,295 | $7,799+57.7% | $7,446+65.1% | $6,400+92.1% |
| Admin fee / account holder | $78,462 | $11,571+578.1% | $10,010+683.9% | $11,426+586.7% |