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 | $286,124 | $138,044+107.3% | $125,339+128.3% | $134,475+112.8% |
| Participation rate | 95.0% | 84.5%+10.5pp | 82.4%+12.6pp | 81.2%+13.8pp |
| Annual return | -19.09% | 750.33%-769.4pp | 572.05%-591.1pp | 417.96%-437.0pp |
| Employer contribution / active EE | $13,619 | $5,243+159.7% | $4,814+182.9% | $4,740+187.3% |
| Participant deferral / active EE | $19,176 | $7,799+145.9% | $7,446+157.5% | $6,400+199.6% |
| Admin fee / account holder | $24,440 | $11,571+111.2% | $10,010+144.2% | $11,426+113.9% |