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 | $274,697 | $138,044+99.0% | $125,339+119.2% | $134,475+104.3% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -15.63% | 750.33%-766.0pp | 572.05%-587.7pp | 417.96%-433.6pp |
| Employer contribution / active EE | $17,610 | $5,243+235.9% | $4,814+265.8% | $4,740+271.5% |
| Participant deferral / active EE | $16,057 | $7,799+105.9% | $7,446+115.6% | $6,400+150.9% |
| Admin fee / account holder | $2,881 | $11,571-75.1% | $10,010-71.2% | $11,426-74.8% |